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Cascade Financial Partners’s iShares Silver Trust SLV Stock Holding History

Cascade Financial Partners’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 		– Sell
-3,060
Closed -$209K – 290
2026
Q1 		$209K Buy
+3,060
New +$233K 0.02% 249

Other funds holding SLV

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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cascade Financial Partners's SLV Position: Q2 2026 in Review

Cascade Financial Partners sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 3,060 shares — an estimated $209K sold.

Cascade Financial Partners first reported a position in SLV in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 1,410 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Cascade Financial Partners reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
  • Cascade Financial Partners sold 3,060 iShares Silver Trust shares in Q2 2026, an estimated $209K.
  • Cascade Financial Partners first reported a position in iShares Silver Trust in Q1 2026 and held it in 1 quarter.
  • Cascade Financial Partners's iShares Silver Trust position peaked at $209K in Q1 2026.
  • 1,410 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.