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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
2024
Q2 		– Sell
-12,000
Closed -$273K – 264
2024
Q1 		$273K Buy
+12,000
New +$256K 0.04% 132

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

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.