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Financial Consulate’s iShares Silver Trust SLV Stock Holding History

Financial Consulate’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 		$119K Hold
2,227
– – 0.01% 212
2026
Q1 		$152K Buy
2,227
+769
+53% +$58.4K 0.02% 173
2025
Q4 		$93.9K Sell
1,458
-842
-37% -$42.2K 0.01% 246
2025
Q3 		$97.5K Buy
+2,300
New +$82.6K 0.01% 236
2019
Q1 		– Sell
-134,834
Closed -$1.96M – 115
2018
Q4 		$1.96M Sell
134,834
-3,057
-2% -$41.8K 1.17% 20
2018
Q3 		$1.89M Buy
137,891
+6,845
+5% +$96.5K 1.08% 23
2018
Q2 		$1.99M Buy
131,046
+3,131
+2% +$48.8K 1.01% 22
2018
Q1 		$1.97M Buy
127,915
+8,561
+7% +$135K 1.04% 24
2017
Q4 		$1.91M Buy
119,354
+2,487
+2% +$39.3K 0.98% 27
2017
Q3 		$1.84M Buy
116,867
+2,755
+2% +$43.9K 1% 24
2017
Q2 		$1.79M Buy
114,112
+4,850
+4% +$79K 1.05% 25
2017
Q1 		$1.89M Buy
109,262
+748
+0.7% +$12.4K 1.2% 18
2016
Q4 		$1.64M Sell
108,514
-783
-0.7% -$12.7K 1.19% 16
2016
Q3 		$1.99M Sell
109,297
-31,870
-23% -$593K 1.77% 12
2016
Q2 		$2.52M Sell
141,167
-6,585
-4% -$105K 1.93% 13
2016
Q1 		$2.17M Sell
147,752
-16,569
-10% -$235K 1.49% 17
2015
Q4 		$2.17M Sell
164,321
-237,205
-59% -$3.34M 1.54% 17
2015
Q3 		$5.57M Sell
401,526
-14,904
-4% -$212K 4.85% 7
2015
Q2 		$6.26M Buy
416,430
+6,544
+2% +$103K 4.62% 7
2015
Q1 		$6.53M Sell
409,886
-8,527
-2% -$137K 5.51% 5
2014
Q4 		$6.3M Buy
+418,413
New +$6.62M 4.15% 5

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

Financial Consulate's SLV Position: Q2 2026 in Review

Financial Consulate held its iShares Silver Trust (SLV) position steady in Q2 2026 at 2,227 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #212.

Financial Consulate first reported a position in SLV in Q4 2014 and has held it in 21 quarters since. The position peaked at $6.53M in Q1 2015. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Financial Consulate held 2,227 shares of iShares Silver Trust worth $119K as of Q2 2026.
  • Financial Consulate left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #212 holding.
  • Financial Consulate first reported a position in iShares Silver Trust in Q4 2014 and has held it in 21 quarters since.
  • Financial Consulate's iShares Silver Trust position peaked at $6.53M in Q1 2015.
  • 1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.