Concord Wealth Partners’s iShares Silver Trust SLV Stock Holding History

Concord Wealth 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	$164K	Buy	3,072 +1	+0%	+$66	0.02%	236
2026 Q1	$209K	Buy	3,071 +5	+0.2%	+$380	0.03%	202
2025 Q4	$198K	Hold	3,066	–	–	0.03%	194
2025 Q3	$130K	Sell	3,066 -290	-9%	-$10.4K	0.02%	233
2025 Q2	$110K	Buy	3,356 +841	+33%	+$25.7K	0.02%	259
2025 Q1	$77.9K	Hold	2,515	–	–	0.01%	268
2024 Q4	$66.2K	Buy	2,515 +290	+13%	+$8.29K	0.01%	294
2024 Q3	$63.2K	Hold	2,225	–	–	0.01%	305
2024 Q2	$59.1K	Hold	2,225	–	–	0.01%	291
2024 Q1	$50.6K	Sell	2,225 -800	-26%	-$17.1K	0.01%	351
2023 Q4	$65.9K	Hold	3,025	–	–	0.01%	322
2023 Q3	$61.5K	Hold	3,025	–	–	0.01%	350
2023 Q2	$63.2K	Hold	3,025	–	–	0.01%	328
2023 Q1	$66.9K	Sell	3,025 -116	-4%	-$2.4K	0.02%	309
2022 Q4	$69.2K	Buy	+3,141	New	+$61.5K	0.02%	309
2022 Q3	–	Sell	-3,628	Closed	-$68K	–	981
2022 Q2	$68K	Buy	3,628 +800	+28%	+$16.7K	0.02%	320
2022 Q1	$65K	Hold	2,828	–	–	0.02%	385
2021 Q4	$61K	Buy	2,828 +2,225	+369%	+$48.1K	0.01%	421
2021 Q3	$12K	Hold	603	–	–	﹤0.01%	450
2021 Q2	$15K	Hold	603	–	–	﹤0.01%	559
2021 Q1	$14K	Hold	603	–	–	﹤0.01%	532
2020 Q4	$15K	Buy	+603	New	+$13.7K	0.01%	335

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

Concord Wealth Partners's SLV Position: Q2 2026 in Review

Concord Wealth Partners increased its iShares Silver Trust (SLV) stake by 0.03% in Q2 2026, buying an estimated $66 and bringing the position to 3,072 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #236.

Concord Wealth Partners first reported a position in SLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $209K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Concord Wealth Partners held 3,072 shares of iShares Silver Trust worth $164K as of Q2 2026.
Concord Wealth Partners bought 1 iShares Silver Trust share in Q2 2026, an estimated $66.
iShares Silver Trust made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #236 holding.
Concord Wealth Partners first reported a position in iShares Silver Trust in Q4 2020 and has held it in 22 quarters since.
Concord Wealth Partners's iShares Silver Trust position peaked at $209K in Q1 2026.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.