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

Ethos 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	$1.07M	Buy	20,589 +934	+5%	+$61.9K	0.07%	217
2026 Q1	$1.34M	Buy	19,655 +292	+2%	+$22.2K	0.1%	171
2025 Q4	$1.25M	Buy	19,363 +7,114	+58%	+$356K	0.09%	176
2025 Q3	$519K	Buy	12,249 +4,095	+50%	+$147K	0.04%	262
2025 Q2	$268K	Buy	+8,154	New	+$249K	0.02%	364
2024 Q4	–	Sell	-7,392	Closed	-$210K	–	419
2024 Q3	$210K	Buy	+7,392	New	+$199K	0.03%	264
2023 Q4	–	Sell	-17,459	Closed	-$355K	–	295
2023 Q3	$355K	Buy	17,459 +6,730	+63%	+$145K	0.09%	118
2023 Q2	$237K	Hold	10,729	–	–	0.08%	120
2023 Q1	$237K	Sell	10,729 -150	-1%	-$3.11K	0.07%	147
2022 Q4	$240K	Buy	+10,879	New	+$213K	0.08%	120

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

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

Ethos Financial Group increased its iShares Silver Trust (SLV) stake by 4.8% in Q2 2026, buying an estimated $61.9K and bringing the position to 20,589 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #217.

Ethos Financial Group first reported a position in SLV in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.34M in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Ethos Financial Group held 20,589 shares of iShares Silver Trust worth $1.07M as of Q2 2026.
Ethos Financial Group bought 934 iShares Silver Trust shares in Q2 2026, an estimated $61.9K.
iShares Silver Trust made up 0.07% of Ethos Financial Group's portfolio in Q2 2026, its #217 holding.
Ethos Financial Group first reported a position in iShares Silver Trust in Q4 2022 and has held it in 10 quarters since.
Ethos Financial Group's iShares Silver Trust position peaked at $1.34M in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.