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GeoWealth Management’s iShares Silver Trust SLV Stock Holding History

GeoWealth 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 		$8.5K Sell
159
-23
-13% -$1.52K ﹤0.01% 875
2026
Q1 		$12.4K Sell
182
-325
-64% -$24.7K ﹤0.01% 834
2025
Q4 		$32.7K Sell
507
-187
-27% -$9.36K ﹤0.01% 746
2025
Q3 		$29.4K Sell
694
-253
-27% -$9.09K ﹤0.01% 747
2025
Q2 		$31.1K Sell
947
-284
-23% -$8.69K ﹤0.01% 1012
2025
Q1 		$38.1K Sell
1,231
-6,263
-84% -$182K ﹤0.01% 924
2024
Q4 		$197K Sell
7,494
-1,124
-13% -$32.1K 0.01% 771
2024
Q3 		$245K Buy
8,618
+13
+0.2% +$349 0.01% 657
2024
Q2 		$229K Sell
8,605
-589
-6% -$15.5K 0.01% 651
2024
Q1 		$209K Sell
9,194
-116
-1% -$2.48K 0.01% 676
2023
Q4 		$202K Sell
9,310
-954
-9% -$20.3K 0.02% 506
2023
Q3 		$208K Sell
10,264
-1,080
-10% -$23.3K 0.02% 282
2023
Q2 		$237K Sell
11,344
-858
-7% -$19.1K 0.03% 234
2023
Q1 		$270K Sell
12,202
-4,165
-25% -$86.3K 0.03% 186
2022
Q4 		$360K Buy
16,367
+4,600
+39% +$90.1K 0.04% 172
2022
Q3 		$206K Buy
11,767
+313
+3% +$5.55K 0.02% 238
2022
Q2 		$213K Sell
11,454
-1,309
-10% -$27.3K 0.03% 241
2022
Q1 		$292K Sell
12,763
-4,696
-27% -$104K 0.03% 261
2021
Q4 		$376K Buy
17,459
+311
+2% +$6.72K 0.03% 232
2021
Q3 		$352K Sell
17,148
-164
-0.9% -$3.69K 0.03% 250
2021
Q2 		$419K Buy
17,312
+2,569
+17% +$63.6K 0.05% 163
2021
Q1 		$335K Buy
14,743
+2,850
+24% +$69.4K 0.05% 159
2020
Q4 		$299K Buy
11,893
+168
+1% +$3.82K 0.05% 176
2020
Q3 		$260K Sell
11,725
-1,061
-8% -$24.1K 0.08% 133
2020
Q2 		$218K Buy
+12,786
New +$195K 0.09% 145

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

GeoWealth Management's SLV Position: Q2 2026 in Review

GeoWealth Management reduced its iShares Silver Trust (SLV) stake by 13% in Q2 2026, selling an estimated $1.52K and leaving 159 shares worth $8.5K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

GeoWealth Management first reported a position in SLV in Q2 2020 and has held it in 25 quarters since. The position peaked at $419K in Q2 2021. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • GeoWealth Management held 159 shares of iShares Silver Trust worth $8.5K as of Q2 2026.
  • GeoWealth Management sold 23 iShares Silver Trust shares in Q2 2026, an estimated $1.52K.
  • iShares Silver Trust made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #875 holding.
  • GeoWealth Management first reported a position in iShares Silver Trust in Q2 2020 and has held it in 25 quarters since.
  • GeoWealth Management's iShares Silver Trust position peaked at $419K in Q2 2021.
  • 1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.