Cerity Partners
SLV icon

Cerity Partners’s iShares Silver Trust SLV Stock Holding History

Cerity 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 		$14.4M Buy
268,792
+20,849
+8% +$1.38M 0.02% 597
2026
Q1 		$16.9M Sell
247,943
-53,017
-18% -$4.03M 0.02% 500
2025
Q4 		$19.4M Buy
300,960
+4,004
+1% +$200K 0.03% 424
2025
Q3 		$12.6M Buy
296,956
+2,867
+1% +$103K 0.02% 492
2025
Q2 		$9.65M Sell
294,089
-1,268
-0.4% -$38.8K 0.02% 551
2025
Q1 		$9.15M Sell
295,357
-3,311
-1% -$96.2K 0.02% 516
2024
Q4 		$7.87M Buy
298,668
+57,265
+24% +$1.64M 0.02% 571
2024
Q3 		$6.86M Buy
241,403
+75,203
+45% +$2.02M 0.02% 605
2024
Q2 		$4.42M Buy
166,200
+2,831
+2% +$74.5K 0.01% 644
2024
Q1 		$3.72M Sell
163,369
-36,994
-18% -$790K 0.01% 754
2023
Q4 		$4.36M Sell
200,363
-557,205
-74% -$11.9M 0.01% 570
2023
Q3 		$15.4M Buy
757,568
+550,152
+265% +$11.9M 0.07% 230
2023
Q2 		$4.33M Buy
207,416
+94,894
+84% +$2.11M 0.02% 534
2023
Q1 		$16.2M Sell
112,522
-520
-0.5% -$10.8K 0.04% 278
2022
Q4 		$2.49M Buy
113,042
+39,733
+54% +$778K 0.02% 491
2022
Q3 		$1.28M Buy
73,309
+17,327
+31% +$307K 0.02% 455
2022
Q2 		$1.03M Buy
55,982
+29,473
+111% +$615K 0.01% 543
2022
Q1 		$169K Sell
26,509
-848
-3% -$18.9K ﹤0.01% 874
2021
Q4 		$588K Buy
+27,357
New +$591K 0.01% 549
2021
Q1 		– Sell
-16,533
Closed -$406K – 739
2020
Q4 		$406K Buy
16,533
+1,355
+9% +$30.8K 0.01% 448
2020
Q3 		$328K Buy
+15,178
New +$345K 0.01% 386

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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

Cerity Partners's SLV Position: Q2 2026 in Review

Cerity Partners increased its iShares Silver Trust (SLV) stake by 8.4% in Q2 2026, buying an estimated $1.38M and bringing the position to 268,792 shares worth $14.4M. The position accounts for 0.02% of the portfolio, ranked #597.

Cerity Partners first reported a position in SLV in Q3 2020 and has held it in 21 quarters since. The position peaked at $19.4M in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Cerity Partners held 268,792 shares of iShares Silver Trust worth $14.4M as of Q2 2026.
  • Cerity Partners bought 20,849 iShares Silver Trust shares in Q2 2026, an estimated $1.38M.
  • iShares Silver Trust made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #597 holding.
  • Cerity Partners first reported a position in iShares Silver Trust in Q3 2020 and has held it in 21 quarters since.
  • Cerity Partners's iShares Silver Trust position peaked at $19.4M in Q4 2025.
  • 1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.