DWM Financial Group’s iShares Silver Trust SLV Stock Holding History

DWM Financial Group’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	$490K	Buy	+7,614	New	+$505K	0.44%	20

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

DWM Financial Group's SLV Position: Q2 2026 in Review

DWM Financial Group opened a new position in iShares Silver Trust (SLV) in Q2 2026: 7,614 shares worth $490K. The stake represents 0.44% of the portfolio and ranks #20 among its holdings.

1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

DWM Financial Group held 7,614 shares of iShares Silver Trust worth $490K as of Q2 2026.
iShares Silver Trust was a new DWM Financial Group position in Q2 2026.
iShares Silver Trust made up 0.44% of DWM Financial Group's portfolio in Q2 2026, its #20 holding.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.