Focus Partners Wealth’s iShares Silver Trust SLV Stock Holding History

Focus Partners Wealth’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	$10M	Sell	187,467 -43,133	-19%	-$2.86M	0.01%	718
2026 Q1	$15.7M	Sell	230,600 -513,524	-69%	-$39M	0.02%	579
2025 Q4	$47.9M	Buy	744,124 +615,902	+480%	+$30.8M	0.05%	291
2025 Q3	$5.43M	Buy	128,222 +1,429	+1%	+$51.3K	0.01%	723
2025 Q2	$4.16M	Buy	126,793 +13,519	+12%	+$413K	0.01%	729
2025 Q1	$3.51M	Buy	113,274 +4,193	+4%	+$122K	0.01%	728
2024 Q4	$2.87M	Buy	109,081 +7,601	+7%	+$217K	0.01%	757
2024 Q3	$2.88M	Buy	101,480 +65,027	+178%	+$1.75M	0.01%	691
2024 Q2	$969K	Buy	+36,453	New	+$959K	﹤0.01%	800

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

Focus Partners Wealth's SLV Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Silver Trust (SLV) stake by 19% in Q2 2026, selling an estimated $2.86M and leaving 187,467 shares worth $10M. The position accounts for 0.01% of the portfolio, ranked #718.

Focus Partners Wealth first reported a position in SLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $47.9M in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Focus Partners Wealth held 187,467 shares of iShares Silver Trust worth $10M as of Q2 2026.
Focus Partners Wealth sold 43,133 iShares Silver Trust shares in Q2 2026, an estimated $2.86M.
iShares Silver Trust made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #718 holding.
Focus Partners Wealth first reported a position in iShares Silver Trust in Q2 2024 and has held it in 9 quarters since.
Focus Partners Wealth's iShares Silver Trust position peaked at $47.9M in Q4 2025.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.