Bogart Wealth LLC’s iShares Silver Trust SLV Stock Holding History

Bogart Wealth LLC’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$214K	Sell	4,000 -2,000	-33%	-$133K	0.01%	270
2026 Q1	$409K	Buy	+6,000	New	+$456K	0.02%	191

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bogart Wealth LLC's SLV Position: Q2 2026 in Review

Bogart Wealth LLC increased its iShares Silver Trust (SLV) stake by 0.55% in Q2 2026, buying an estimated $3.91K and bringing the position to 10,751 shares worth $575K. The position accounts for 0.02% of the portfolio, ranked #176.

Bogart Wealth LLC first reported a position in SLV in Q3 2017 and has held it in 32 quarters since. The position peaked at $931K in Q4 2025. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Bogart Wealth LLC held 10,751 shares of iShares Silver Trust worth $575K as of Q2 2026.
Bogart Wealth LLC bought 59 iShares Silver Trust shares in Q2 2026, an estimated $3.91K.
iShares Silver Trust made up 0.02% of Bogart Wealth LLC's portfolio in Q2 2026, its #176 holding.
Bogart Wealth LLC first reported a position in iShares Silver Trust in Q3 2017 and has held it in 32 quarters since.
Bogart Wealth LLC's iShares Silver Trust position peaked at $931K in Q4 2025.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.