Chicago Wealth Management’s iShares Silver Trust SLV Stock Holding History

Chicago Wealth Management’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	-131,611	Closed	-$8.97M	–	69
2026 Q1	$8.97M	Sell	131,611 -168,773	-56%	-$12.8M	3.58%	13
2025 Q4	$19.3M	Sell	300,384 -3,848	-1%	-$193K	7.77%	1
2025 Q3	$12.9M	Sell	304,232 -1,439	-0.5%	-$51.7K	5.62%	4
2025 Q2	$10M	Sell	305,671 -3,429	-1%	-$105K	4.78%	10
2025 Q1	$9.58M	Buy	309,100 +293,816	+1,922%	+$8.54M	5.02%	9
2024 Q4	$402K	Sell	15,284 -126,048	-89%	-$3.6M	0.21%	41
2024 Q3	$4.02M	Buy	141,332 +6,862	+5%	+$184K	2.14%	18
2024 Q2	$3.57M	Buy	+134,470	New	+$3.54M	2.05%	18
2024 Q1	–	Sell	-15,695	Closed	-$342K	–	50
2023 Q4	$342K	Sell	15,695 -219,242	-93%	-$4.67M	0.23%	35
2023 Q3	$4.78M	Buy	+234,937	New	+$5.08M	3.76%	13

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

Chicago Wealth Management's SLV Position: Q2 2026 in Review

Chicago Wealth Management sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 131,611 shares — an estimated $8.97M sold.

Chicago Wealth Management first reported a position in SLV in Q3 2023 and held it in 10 quarters. The position peaked at $19.3M in Q4 2025. 1,418 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Chicago Wealth Management reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Chicago Wealth Management sold 131,611 iShares Silver Trust shares in Q2 2026, an estimated $8.97M.
Chicago Wealth Management first reported a position in iShares Silver Trust in Q3 2023 and held it in 10 quarters.
Chicago Wealth Management's iShares Silver Trust position peaked at $19.3M in Q4 2025.
1,418 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.