Focused Wealth Management’s iShares Silver Trust SLV Stock Holding History

Focused Wealth Management’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	–	Sell	-3,370	Closed	-$230K	–	292
2026 Q1	$230K	Sell	3,370 -64	-2%	-$4.86K	0.02%	175
2025 Q4	$221K	Buy	+3,434	New	+$172K	0.02%	168
2024 Q2	–	Sell	-2,709	Closed	-$61.6K	–	265
2024 Q1	$61.6K	Sell	2,709 -3	-0.1%	-$64	0.01%	193
2023 Q4	$59.1K	Buy	2,712 +100	+4%	+$2.13K	0.01%	286
2023 Q3	$53.1K	Hold	2,612	–	–	0.01%	286
2023 Q2	$54.6K	Buy	2,612 +75	+3%	+$1.67K	0.01%	290
2023 Q1	$56.1K	Hold	2,537	–	–	0.01%	288
2022 Q4	$55.9K	Sell	2,537 -105	-4%	-$2.06K	0.01%	292
2022 Q3	$46K	Hold	2,642	–	–	0.01%	292
2022 Q2	$49K	Hold	2,642	–	–	0.01%	290
2022 Q1	$60K	Sell	2,642 -5	-0.2%	-$111	0.01%	293
2021 Q4	$57K	Sell	2,647 -2,445	-48%	-$52.8K	0.01%	353
2021 Q3	$104K	Buy	5,092 +2,445	+92%	+$55K	0.02%	293
2021 Q2	$64K	Hold	2,647	–	–	0.01%	348
2021 Q1	$60K	Buy	2,647 +105	+4%	+$2.56K	0.01%	343
2020 Q4	$62K	Sell	2,542 -119	-4%	-$2.71K	0.01%	329
2020 Q3	$58K	Hold	2,661	–	–	0.01%	303
2020 Q2	$45K	Hold	2,661	–	–	0.01%	317
2020 Q1	$35K	Hold	2,661	–	–	0.01%	318
2019 Q4	$44K	Hold	2,661	–	–	0.01%	328
2019 Q3	$42K	Hold	2,661	–	–	0.01%	319
2019 Q2	$38K	Hold	2,661	–	–	0.01%	345
2019 Q1	$38K	Hold	2,661	–	–	0.01%	314
2018 Q4	$39K	Hold	2,661	–	–	0.01%	314
2018 Q3	$37K	Hold	2,661	–	–	0.01%	316
2018 Q2	$40K	Hold	2,661	–	–	0.01%	290
2018 Q1	$41K	Sell	2,661 -600	-18%	-$9.47K	0.01%	313
2017 Q4	$52K	Buy	3,261 +2,500	+329%	+$39.5K	0.02%	294
2017 Q3	$12K	Sell	761 -1	-0.1%	-$16	﹤0.01%	412
2017 Q2	$12K	Buy	762 +600	+370%	+$9.77K	﹤0.01%	447
2017 Q1	$3K	Sell	162 -938	-85%	-$15.5K	﹤0.01%	595
2016 Q4	$17K	Sell	1,100 -1,597	-59%	-$26K	0.01%	409
2016 Q3	$49K	Hold	2,697	–	–	0.02%	272
2016 Q2	$48K	Hold	2,697	–	–	0.02%	262
2016 Q1	$40K	Sell	2,697 -20	-0.7%	-$284	0.02%	218
2015 Q4	$36K	Buy	2,717 +922	+51%	+$13K	0.02%	249
2015 Q3	$25K	Buy	1,795 +675	+60%	+$9.62K	0.02%	276
2015 Q2	$17K	Hold	1,120	–	–	0.01%	333
2015 Q1	$18K	Hold	1,120	–	–	0.01%	335
2014 Q4	$17K	Hold	1,120	–	–	0.01%	333
2014 Q3	$18K	Hold	1,120	–	–	0.01%	335
2014 Q2	$23K	Hold	1,120	–	–	0.02%	286
2014 Q1	$21K	Hold	1,120	–	–	0.02%	278
2013 Q4	$21K	Sell	1,120 -300	-21%	-$6.02K	0.02%	284
2013 Q3	$30K	Buy	+1,420	New	+$29.3K	0.03%	221

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

Focused Wealth Management's SLV Position: Q2 2026 in Review

Focused Wealth Management sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 3,370 shares — an estimated $230K sold.

Focused Wealth Management first reported a position in SLV in Q3 2013 and held it in 45 quarters. The position peaked at $230K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Focused Wealth Management reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Focused Wealth Management sold 3,370 iShares Silver Trust shares in Q2 2026, an estimated $230K.
Focused Wealth Management first reported a position in iShares Silver Trust in Q3 2013 and held it in 45 quarters.
Focused Wealth Management's iShares Silver Trust position peaked at $230K in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.