Golden State Wealth Management’s iShares Silver Trust SLV Stock Holding History

Golden State 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
2026 Q2	$1.76M	Buy	32,929 +4,661	+16%	+$309K	0.16%	131
2026 Q1	$1.93M	Buy	28,268 +18,059	+177%	+$1.37M	0.21%	96
2025 Q4	$658K	Sell	10,209 -2,480	-20%	-$124K	0.07%	216
2025 Q3	$538K	Sell	12,689 -354	-3%	-$12.7K	0.06%	232
2025 Q2	$428K	Buy	13,043 +1,137	+10%	+$34.8K	0.05%	261
2025 Q1	$369K	Buy	11,906 +263	+2%	+$7.64K	0.05%	261
2024 Q4	$307K	Buy	+11,643	New	+$333K	0.05%	269
2020 Q4	–	Sell	-1,310	Closed	-$28K	–	388
2020 Q3	$28K	Buy	+1,310	New	+$29.8K	0.01%	365
2020 Q2	–	Sell	-570	Closed	-$7K	–	776
2020 Q1	$7K	Buy	+570	New	+$8.96K	﹤0.01%	695
2019 Q4	–	Sell	-1,870	Closed	-$30K	–	778
2019 Q3	$30K	Sell	1,870 -91,288	-98%	-$1.45M	0.01%	542
2019 Q2	$1.33M	Hold	93,158	–	–	0.42%	51
2019 Q1	$1.32M	Buy	+93,158	New	+$1.36M	0.44%	49

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

Golden State Wealth Management's SLV Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Silver Trust (SLV) stake by 16% in Q2 2026, buying an estimated $309K and bringing the position to 32,929 shares worth $1.76M. The position accounts for 0.16% of the portfolio, ranked #131.

Golden State Wealth Management first reported a position in SLV in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.93M in Q1 2026. 1,411 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Golden State Wealth Management held 32,929 shares of iShares Silver Trust worth $1.76M as of Q2 2026.
Golden State Wealth Management bought 4,661 iShares Silver Trust shares in Q2 2026, an estimated $309K.
iShares Silver Trust made up 0.16% of Golden State Wealth Management's portfolio in Q2 2026, its #131 holding.
Golden State Wealth Management first reported a position in iShares Silver Trust in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's iShares Silver Trust position peaked at $1.93M in Q1 2026.
1,411 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.