Discipline Wealth Solutions’s iShares Silver Trust SLV Stock Holding History

Discipline Wealth Solutions’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	$2.02M	Buy	37,750 +2,772	+8%	+$184K	0.18%	64
2026 Q1	$2.38M	Sell	34,978 -5,233	-13%	-$398K	0.25%	57
2025 Q4	$2.59M	Buy	40,211 +1,055	+3%	+$52.8K	0.48%	43
2025 Q3	$1.66M	Sell	39,156 -827	-2%	-$29.7K	0.44%	45
2025 Q2	$1.31M	Buy	39,983 +5,426	+16%	+$166K	0.5%	34
2025 Q1	$1.07M	Buy	34,557 +21,949	+174%	+$638K	0.51%	27
2024 Q4	$332K	Buy	+12,608	New	+$360K	0.15%	64

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

Discipline Wealth Solutions's SLV Position: Q2 2026 in Review

Discipline Wealth Solutions increased its iShares Silver Trust (SLV) stake by 7.9% in Q2 2026, buying an estimated $184K and bringing the position to 37,750 shares worth $2.02M. The position accounts for 0.18% of the portfolio, ranked #64.

Discipline Wealth Solutions first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.59M in Q4 2025. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Discipline Wealth Solutions held 37,750 shares of iShares Silver Trust worth $2.02M as of Q2 2026.
Discipline Wealth Solutions bought 2,772 iShares Silver Trust shares in Q2 2026, an estimated $184K.
iShares Silver Trust made up 0.18% of Discipline Wealth Solutions's portfolio in Q2 2026, its #64 holding.
Discipline Wealth Solutions first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
Discipline Wealth Solutions's iShares Silver Trust position peaked at $2.59M in Q4 2025.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.