EWS
SLV icon

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

Evergreen 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 		$386K Buy
6,643
+972
+17% +$64.4K 0.02% 373
2026
Q1 		$386K Buy
5,671
+2,010
+55% +$153K 0.03% 287
2025
Q4 		$236K Buy
+3,661
New +$183K 0.03% 192

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Evergreen Wealth Solutions increased its iShares Silver Trust (SLV) stake by 17% in Q2 2026, buying an estimated $64.4K and bringing the position to 6,643 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #373.

Evergreen Wealth Solutions first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $386K in Q1 2026. 1,414 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Evergreen Wealth Solutions held 6,643 shares of iShares Silver Trust worth $386K as of Q2 2026.
  • Evergreen Wealth Solutions bought 972 iShares Silver Trust shares in Q2 2026, an estimated $64.4K.
  • iShares Silver Trust made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #373 holding.
  • Evergreen Wealth Solutions first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Solutions's iShares Silver Trust position peaked at $386K in Q1 2026.
  • 1,414 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.