Granite Bay Wealth Management’s iShares Silver Trust SLV Stock Holding History

Granite Bay 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	$6.5M	Buy	121,487 +6,078	+5%	+$403K	0.6%	40
2026 Q1	$7.86M	Sell	115,409 -28,309	-20%	-$2.15M	1.67%	23
2025 Q4	$9.26M	Sell	143,718 -37,244	-21%	-$1.86M	2.23%	14
2025 Q3	$7.67M	Buy	+180,962	New	+$6.5M	2%	21

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

Granite Bay Wealth Management's SLV Position: Q2 2026 in Review

Granite Bay Wealth Management increased its iShares Silver Trust (SLV) stake by 5.3% in Q2 2026, buying an estimated $403K and bringing the position to 121,487 shares worth $6.5M. The position accounts for 0.6% of the portfolio, ranked #40.

Granite Bay Wealth Management first reported a position in SLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.26M in Q4 2025. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Granite Bay Wealth Management held 121,487 shares of iShares Silver Trust worth $6.5M as of Q2 2026.
Granite Bay Wealth Management bought 6,078 iShares Silver Trust shares in Q2 2026, an estimated $403K.
iShares Silver Trust made up 0.6% of Granite Bay Wealth Management's portfolio in Q2 2026, its #40 holding.
Granite Bay Wealth Management first reported a position in iShares Silver Trust in Q3 2025 and has held it in 4 quarters since.
Granite Bay Wealth Management's iShares Silver Trust position peaked at $9.26M in Q4 2025.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.