Harmony Asset Management’s iShares Silver Trust SLV Stock Holding History

Harmony Asset 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	$487K	Buy	9,111 +5,460	+150%	+$362K	0.13%	132
2026 Q1	$249K	Buy	3,651 +115	+3%	+$8.74K	0.08%	175
2025 Q4	$228K	Buy	+3,536	New	+$177K	0.08%	166
2024 Q3	–	Sell	-8,000	Closed	-$213K	–	164
2024 Q2	$213K	Buy	+8,000	New	+$210K	0.09%	149

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

Harmony Asset Management's SLV Position: Q2 2026 in Review

Harmony Asset Management increased its iShares Silver Trust (SLV) stake by 150% in Q2 2026, buying an estimated $362K and bringing the position to 9,111 shares worth $487K. The position accounts for 0.13% of the portfolio, ranked #132.

Harmony Asset Management first reported a position in SLV in Q2 2024 and has held it in 4 quarters since. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Harmony Asset Management held 9,111 shares of iShares Silver Trust worth $487K as of Q2 2026.
Harmony Asset Management bought 5,460 iShares Silver Trust shares in Q2 2026, an estimated $362K.
iShares Silver Trust made up 0.13% of Harmony Asset Management's portfolio in Q2 2026, its #132 holding.
Harmony Asset Management first reported a position in iShares Silver Trust in Q2 2024 and has held it in 4 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.