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Curran Financial Partners’s iShares Silver Trust SLV Stock Holding History

Curran Financial 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 		$929K Buy
17,381
+1,114
+7% +$73.9K 0.14% 70
2026
Q1 		$1.11M Sell
16,267
-835
-5% -$63.4K 0.2% 55
2025
Q4 		$1.1M Sell
17,102
-876
-5% -$43.9K 0.21% 59
2025
Q3 		$762K Buy
17,978
+1,005
+6% +$36.1K 0.15% 80
2025
Q2 		$557K Buy
16,973
+1,008
+6% +$30.8K 0.12% 79
2025
Q1 		$495K Buy
15,965
+4,387
+38% +$127K 0.12% 66
2024
Q4 		$305K Buy
11,578
+1,208
+12% +$34.5K 0.08% 77
2024
Q3 		$295K Buy
10,370
+667
+7% +$17.9K 0.08% 75
2024
Q2 		$258K Sell
9,703
-7
-0.1% -$184 0.09% 75
2024
Q1 		$221K Buy
+9,710
New +$207K 0.08% 78
2023
Q1 		– Sell
-17,984
Closed -$396K – 70
2022
Q4 		$396K Sell
17,984
-2,848
-14% -$55.8K 0.19% 51
2022
Q3 		$365K Sell
20,832
-778
-4% -$13.8K 0.19% 43
2022
Q2 		$403K Sell
21,610
-6,508
-23% -$136K 0.19% 46
2022
Q1 		$643K Buy
28,118
+8,032
+40% +$179K 0.26% 51
2021
Q4 		$432K Buy
+20,086
New +$434K 0.18% 49

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

Curran Financial Partners's SLV Position: Q2 2026 in Review

Curran Financial Partners increased its iShares Silver Trust (SLV) stake by 6.8% in Q2 2026, buying an estimated $73.9K and bringing the position to 17,381 shares worth $929K. The position accounts for 0.14% of the portfolio, ranked #70.

Curran Financial Partners first reported a position in SLV in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.11M in Q1 2026. 1,422 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Curran Financial Partners held 17,381 shares of iShares Silver Trust worth $929K as of Q2 2026.
  • Curran Financial Partners bought 1,114 iShares Silver Trust shares in Q2 2026, an estimated $73.9K.
  • iShares Silver Trust made up 0.14% of Curran Financial Partners's portfolio in Q2 2026, its #70 holding.
  • Curran Financial Partners first reported a position in iShares Silver Trust in Q4 2021 and has held it in 15 quarters since.
  • Curran Financial Partners's iShares Silver Trust position peaked at $1.11M in Q1 2026.
  • 1,422 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.