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FWL Investment Management’s iShares Silver Trust SLV Stock Holding History

FWL Investment 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 		$6.01M Buy
112,391
+100,742
+865% +$6.68M 1.1% 27
2026
Q1 		$794K Buy
11,649
+11,620
+40,069% +$883K 0.17% 59
2025
Q4 		$1.87K Buy
+29
New +$1.45K ﹤0.01% 340
2021
Q3 		– Sell
-225,625
Closed -$5.46M – 52
2021
Q2 		$5.46M Buy
225,625
+94,690
+72% +$2.35M 3.32% 12
2021
Q1 		$2.97M Buy
+130,935
New +$3.19M 2% 23

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

FWL Investment Management's SLV Position: Q2 2026 in Review

FWL Investment Management increased its iShares Silver Trust (SLV) stake by 865% in Q2 2026, buying an estimated $6.68M and bringing the position to 112,391 shares worth $6.01M. The position accounts for 1.1% of the portfolio, ranked #27.

FWL Investment Management first reported a position in SLV in Q1 2021 and has held it in 5 quarters since. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • FWL Investment Management held 112,391 shares of iShares Silver Trust worth $6.01M as of Q2 2026.
  • FWL Investment Management bought 100,742 iShares Silver Trust shares in Q2 2026, an estimated $6.68M.
  • iShares Silver Trust made up 1.1% of FWL Investment Management's portfolio in Q2 2026, its #27 holding.
  • FWL Investment Management first reported a position in iShares Silver Trust in Q1 2021 and has held it in 5 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.