Equitable Trust’s iShares Silver Trust SLV Stock Holding History

Equitable Trust’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	$1.16M	Buy	21,647 +13,450	+164%	+$892K	0.05%	226
2026 Q1	$559K	Buy	8,197 +1,645	+25%	+$125K	0.03%	304
2025 Q4	$422K	Sell	6,552 -13,200	-67%	-$661K	0.02%	340
2025 Q3	$837K	Hold	19,752	–	–	0.04%	259
2025 Q2	$648K	Hold	19,752	–	–	0.03%	284
2025 Q1	$612K	Hold	19,752	–	–	0.03%	276
2024 Q4	$520K	Hold	19,752	–	–	0.03%	312
2024 Q3	$561K	Hold	19,752	–	–	0.04%	290
2024 Q2	$525K	Hold	19,752	–	–	0.04%	288
2024 Q1	$449K	Hold	19,752	–	–	0.03%	316
2023 Q4	$430K	Hold	19,752	–	–	0.03%	298
2023 Q3	$402K	Hold	19,752	–	–	0.03%	291
2023 Q2	$413K	Hold	19,752	–	–	0.03%	287
2023 Q1	$437K	Buy	+19,752	New	+$409K	0.03%	280
2022 Q3	–	Sell	-11,982	Closed	-$223K	–	404
2022 Q2	$223K	Buy	+11,982	New	+$250K	0.02%	362
2019 Q4	–	Sell	-11,590	Closed	-$185K	–	292
2019 Q3	$185K	Hold	11,590	–	–	0.02%	278
2019 Q2	$166K	Buy	+11,590	New	+$162K	0.02%	275

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

Equitable Trust's SLV Position: Q2 2026 in Review

Equitable Trust increased its iShares Silver Trust (SLV) stake by 164% in Q2 2026, buying an estimated $892K and bringing the position to 21,647 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #226.

Equitable Trust first reported a position in SLV in Q2 2019 and has held it in 17 quarters since. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Equitable Trust held 21,647 shares of iShares Silver Trust worth $1.16M as of Q2 2026.
Equitable Trust bought 13,450 iShares Silver Trust shares in Q2 2026, an estimated $892K.
iShares Silver Trust made up 0.05% of Equitable Trust's portfolio in Q2 2026, its #226 holding.
Equitable Trust first reported a position in iShares Silver Trust in Q2 2019 and has held it in 17 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.