Great Diamond Partners’s iShares Silver Trust SLV Stock Holding History

Great Diamond 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	-5,603	Closed	-$382K	–	244
2026 Q1	$382K	Sell	5,603 -3,863	-41%	-$294K	0.07%	184
2025 Q4	$610K	Sell	9,466 -1,685	-15%	-$84.4K	0.12%	144
2025 Q3	$472K	Hold	11,151	–	–	0.09%	158
2025 Q2	$366K	Sell	11,151 -278	-2%	-$8.5K	0.08%	168
2025 Q1	$354K	Buy	11,429 +40	+0.4%	+$1.16K	0.1%	132
2024 Q4	$300K	Hold	11,389	–	–	0.08%	144
2024 Q3	$324K	Buy	+11,389	New	+$306K	0.08%	143
2024 Q1	–	Sell	-14,936	Closed	-$325K	–	240
2023 Q4	$325K	Sell	14,936 -324	-2%	-$6.9K	0.08%	170
2023 Q3	$310K	Sell	15,260 -962	-6%	-$20.8K	0.08%	170
2023 Q2	$339K	Sell	16,222 -77	-0.5%	-$1.71K	0.09%	163
2023 Q1	$361K	Buy	+16,299	New	+$338K	0.1%	147
2020 Q1	–	Sell	-650	Closed	-$10K	–	515
2019 Q4	$10K	Buy	+650	New	+$10.5K	﹤0.01%	565

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

Great Diamond Partners's SLV Position: Q2 2026 in Review

Great Diamond Partners sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 5,603 shares — an estimated $382K sold.

Great Diamond Partners first reported a position in SLV in Q4 2019 and held it in 12 quarters. The position peaked at $610K in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Great Diamond Partners reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Great Diamond Partners sold 5,603 iShares Silver Trust shares in Q2 2026, an estimated $382K.
Great Diamond Partners first reported a position in iShares Silver Trust in Q4 2019 and held it in 12 quarters.
Great Diamond Partners's iShares Silver Trust position peaked at $610K in Q4 2025.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.