Financial Perspectives’s iShares Silver Trust SLV Stock Holding History

Financial Perspectives’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	$10.7K	Hold	200	–	–	﹤0.01%	537
2026 Q1	$13.6K	Hold	200	–	–	﹤0.01%	502
2025 Q4	$12.9K	Hold	200	–	–	﹤0.01%	494
2025 Q3	$8.47K	Hold	200	–	–	﹤0.01%	533
2025 Q2	$6.56K	Hold	200	–	–	﹤0.01%	550
2025 Q1	$6.2K	Hold	200	–	–	﹤0.01%	550
2024 Q4	$5.27K	Hold	200	–	–	﹤0.01%	565
2024 Q3	$5.68K	Hold	200	–	–	﹤0.01%	516
2024 Q2	$5.31K	Hold	200	–	–	﹤0.01%	510
2024 Q1	$4.55K	Hold	200	–	–	﹤0.01%	520
2023 Q4	$4.36K	Hold	200	–	–	﹤0.01%	539
2023 Q3	$4.07K	Hold	200	–	–	﹤0.01%	530
2023 Q2	$4.18K	Hold	200	–	–	﹤0.01%	529
2023 Q1	$4.42K	Hold	200	–	–	﹤0.01%	520
2022 Q4	$4.4K	Buy	200 +100	+100%	+$1.96K	﹤0.01%	524
2022 Q3	$1.75K	Sell	100 -300	-75%	-$5.32K	﹤0.01%	591
2022 Q2	$7.46K	Hold	400	–	–	﹤0.01%	473
2022 Q1	$9.15K	Buy	400 +300	+300%	+$6.67K	﹤0.01%	471
2021 Q4	$2.15K	Hold	100	–	–	﹤0.01%	579
2021 Q3	$2.05K	Hold	100	–	–	﹤0.01%	584
2021 Q2	$2.42K	Hold	100	–	–	﹤0.01%	593
2021 Q1	$2.27K	Buy	+100	New	+$2.44K	﹤0.01%	568

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

Financial Perspectives's SLV Position: Q2 2026 in Review

Financial Perspectives held its iShares Silver Trust (SLV) position steady in Q2 2026 at 200 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Financial Perspectives first reported a position in SLV in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.6K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Financial Perspectives held 200 shares of iShares Silver Trust worth $10.7K as of Q2 2026.
Financial Perspectives left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #537 holding.
Financial Perspectives first reported a position in iShares Silver Trust in Q1 2021 and has held it in 22 quarters since.
Financial Perspectives's iShares Silver Trust position peaked at $13.6K in Q1 2026.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.