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Cooper/Haims Advisors’s iShares Silver Trust SLV Stock Holding History

Cooper/Haims Advisors’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 		$219K Buy
4,094
+119
+3% +$7.89K 0.09% 98
2026
Q1 		$271K Buy
+3,975
New +$302K 0.13% 75

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

Cooper/Haims Advisors's SLV Position: Q2 2026 in Review

Cooper/Haims Advisors increased its iShares Silver Trust (SLV) stake by 3% in Q2 2026, buying an estimated $7.89K and bringing the position to 4,094 shares worth $219K. The position accounts for 0.09% of the portfolio, ranked #98.

Cooper/Haims Advisors first reported a position in SLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $271K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Cooper/Haims Advisors held 4,094 shares of iShares Silver Trust worth $219K as of Q2 2026.
  • Cooper/Haims Advisors bought 119 iShares Silver Trust shares in Q2 2026, an estimated $7.89K.
  • iShares Silver Trust made up 0.09% of Cooper/Haims Advisors's portfolio in Q2 2026, its #98 holding.
  • Cooper/Haims Advisors first reported a position in iShares Silver Trust in Q1 2026 and has held it in 2 quarters since.
  • Cooper/Haims Advisors's iShares Silver Trust position peaked at $271K in Q1 2026.
  • 1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.