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

Dakota 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	$2.47M	Buy	46,122 +22,360	+94%	+$1.48M	0.05%	274
2026 Q1	$1.62M	Buy	23,762 +506	+2%	+$38.4K	0.04%	321
2025 Q4	$1.5M	Buy	23,256 +3,452	+17%	+$173K	0.03%	328
2025 Q3	$839K	Sell	19,804 -1,189	-6%	-$42.7K	0.02%	382
2025 Q2	$689K	Hold	20,993	–	–	0.01%	461
2025 Q1	$651K	Sell	20,993 -480	-2%	-$13.9K	0.02%	461
2024 Q4	$565K	Buy	21,473 +480	+2%	+$13.7K	0.01%	479
2024 Q3	$596K	Buy	20,993 +58	+0.3%	+$1.56K	0.01%	478
2024 Q2	$556K	Sell	20,935 -32	-0.2%	-$842	0.01%	490
2024 Q1	$477K	Buy	+20,967	New	+$448K	0.01%	510

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

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

Dakota Wealth Management increased its iShares Silver Trust (SLV) stake by 94% in Q2 2026, buying an estimated $1.48M and bringing the position to 46,122 shares worth $2.47M. The position accounts for 0.05% of the portfolio, ranked #274.

Dakota Wealth Management first reported a position in SLV in Q1 2024 and has held it in 10 quarters since. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Dakota Wealth Management held 46,122 shares of iShares Silver Trust worth $2.47M as of Q2 2026.
Dakota Wealth Management bought 22,360 iShares Silver Trust shares in Q2 2026, an estimated $1.48M.
iShares Silver Trust made up 0.05% of Dakota Wealth Management's portfolio in Q2 2026, its #274 holding.
Dakota Wealth Management first reported a position in iShares Silver Trust in Q1 2024 and has held it in 10 quarters since.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.