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Golden State Equity Partners’s iShares Silver Trust SLV Stock Holding History

Golden State Equity 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 		– Sell
-17,262
Closed -$1.18M – 1529
2026
Q1 		$1.18M Buy
17,262
+1,541
+10% +$117K 0.09% 253
2025
Q4 		$1.01M Buy
+15,721
New +$787K 0.16% 144
2024
Q4 		– Sell
-117
Closed -$3.32K – 795
2024
Q3 		$3.32K Buy
+117
New +$3.14K ﹤0.01% 674

Other funds holding SLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Golden State Equity Partners's SLV Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 17,262 shares — an estimated $1.18M sold.

Golden State Equity Partners first reported a position in SLV in Q3 2024 and held it in 3 quarters. The position peaked at $1.18M in Q1 2026. 899 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 17,262 iShares Silver Trust shares in Q2 2026, an estimated $1.18M.
  • Golden State Equity Partners first reported a position in iShares Silver Trust in Q3 2024 and held it in 3 quarters.
  • Golden State Equity Partners's iShares Silver Trust position peaked at $1.18M in Q1 2026.
  • 899 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.