Gen-Wealth Partners’s iShares Silver Trust SLV Stock Holding History

Gen-Wealth Partners’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	$699K	Sell	13,081 -100	-0.8%	-$6.63K	0.19%	111
2026 Q1	$898K	Buy	13,181 +168	+1%	+$12.8K	0.28%	74
2025 Q4	$838K	Hold	13,013	–	–	0.27%	75
2025 Q3	$551K	Buy	13,013 +110	+0.9%	+$3.95K	0.19%	127
2025 Q2	$423K	Hold	12,903	–	–	0.16%	150
2025 Q1	$400K	Hold	12,903	–	–	0.17%	151
2024 Q4	$340K	Hold	12,903	–	–	0.15%	151
2024 Q3	$398K	Buy	12,903 +4,354	+51%	+$117K	0.17%	149
2024 Q2	$227K	Hold	8,549	–	–	0.11%	185
2024 Q1	$194K	Buy	+8,549	New	+$183K	0.1%	204

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

Gen-Wealth Partners's SLV Position: Q2 2026 in Review

Gen-Wealth Partners reduced its iShares Silver Trust (SLV) stake by 0.76% in Q2 2026, selling an estimated $6.63K and leaving 13,081 shares worth $699K. The position accounts for 0.19% of the portfolio, ranked #111.

Gen-Wealth Partners first reported a position in SLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $898K in Q1 2026. 1,423 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Gen-Wealth Partners held 13,081 shares of iShares Silver Trust worth $699K as of Q2 2026.
Gen-Wealth Partners sold 100 iShares Silver Trust shares in Q2 2026, an estimated $6.63K.
iShares Silver Trust made up 0.19% of Gen-Wealth Partners's portfolio in Q2 2026, its #111 holding.
Gen-Wealth Partners first reported a position in iShares Silver Trust in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's iShares Silver Trust position peaked at $898K in Q1 2026.
1,423 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.