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

Diversify 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	$1.25M	Sell	23,550 -7,671	-25%	-$509K	0.02%	556
2026 Q1	$2.02M	Buy	31,221 +26,127	+513%	+$1.99M	0.04%	371
2025 Q4	$400K	Buy	+5,094	New	+$255K	0.02%	486

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

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

Diversify Wealth Management reduced its iShares Silver Trust (SLV) stake by 25% in Q2 2026, selling an estimated $509K and leaving 23,550 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #556.

Diversify Wealth Management first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.02M in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Diversify Wealth Management held 23,550 shares of iShares Silver Trust worth $1.25M as of Q2 2026.
Diversify Wealth Management sold 7,671 iShares Silver Trust shares in Q2 2026, an estimated $509K.
iShares Silver Trust made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #556 holding.
Diversify Wealth Management first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
Diversify Wealth Management's iShares Silver Trust position peaked at $2.02M in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.