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

Copia 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	$678K	Sell	12,682 -52	-0.4%	-$3.45K	0.41%	56
2026 Q1	$868K	Sell	12,734 -1,107	-8%	-$84.1K	0.6%	43
2025 Q4	$892K	Buy	13,841 +1,238	+10%	+$62K	0.64%	38
2025 Q3	$534K	Buy	12,603 +1,944	+18%	+$69.8K	0.4%	54
2025 Q2	$350K	Sell	10,659 -2,491	-19%	-$76.2K	0.3%	68
2025 Q1	$408K	Buy	13,150 +1,818	+16%	+$52.8K	0.38%	53
2024 Q4	$298K	Buy	+11,332	New	+$324K	0.28%	67

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

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

Copia Wealth Management reduced its iShares Silver Trust (SLV) stake by 0.41% in Q2 2026, selling an estimated $3.45K and leaving 12,682 shares worth $678K. The position accounts for 0.41% of the portfolio, ranked #56.

Copia Wealth Management first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $892K in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Copia Wealth Management held 12,682 shares of iShares Silver Trust worth $678K as of Q2 2026.
Copia Wealth Management sold 52 iShares Silver Trust shares in Q2 2026, an estimated $3.45K.
iShares Silver Trust made up 0.41% of Copia Wealth Management's portfolio in Q2 2026, its #56 holding.
Copia Wealth Management first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's iShares Silver Trust position peaked at $892K in Q4 2025.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.