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HB Wealth Management’s iShares Silver Trust SLV Stock Holding History

HB 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 		$4.04M Buy
75,591
+837
+1% +$55.5K 0.02% 314
2026
Q1 		$5.09M Sell
74,754
-2,026
-3% -$154K 0.03% 257
2025
Q4 		$4.95M Sell
76,780
-4,097
-5% -$205K 0.03% 251
2025
Q3 		$3.43M Buy
80,877
+11,869
+17% +$426K 0.02% 307
2025
Q2 		$2.26M Sell
69,008
-10,188
-13% -$312K 0.02% 349
2025
Q1 		$2.45M Buy
79,196
+54,752
+224% +$1.59M 0.02% 345
2024
Q4 		$644K Buy
24,444
+3,756
+18% +$107K 0.01% 542
2024
Q3 		$588K Buy
20,688
+384
+2% +$10.3K 0.01% 536
2024
Q2 		$539K Buy
20,304
+4,900
+32% +$129K 0.01% 524
2024
Q1 		$350K Sell
15,404
-18,312
-54% -$391K ﹤0.01% 606
2023
Q4 		$734K Sell
33,716
-6,403
-16% -$136K 0.01% 371
2023
Q3 		$816K Hold
40,119
– – 0.01% 329
2023
Q2 		$838K Buy
40,119
+28,708
+252% +$638K 0.01% 316
2023
Q1 		$252K Buy
11,411
+1,394
+14% +$28.9K ﹤0.01% 586
2022
Q4 		$221K Sell
10,017
-4,335
-30% -$84.9K ﹤0.01% 619
2022
Q3 		$251K Buy
14,352
+3,439
+32% +$61K 0.01% 478
2022
Q2 		$203K Sell
10,913
-6,574
-38% -$137K ﹤0.01% 551
2022
Q1 		$400K Buy
+17,487
New +$389K 0.01% 385

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HB Wealth Management's SLV Position: Q2 2026 in Review

HB Wealth Management increased its iShares Silver Trust (SLV) stake by 1.1% in Q2 2026, buying an estimated $55.5K and bringing the position to 75,591 shares worth $4.04M. The position accounts for 0.02% of the portfolio, ranked #314.

HB Wealth Management first reported a position in SLV in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.09M in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • HB Wealth Management held 75,591 shares of iShares Silver Trust worth $4.04M as of Q2 2026.
  • HB Wealth Management bought 837 iShares Silver Trust shares in Q2 2026, an estimated $55.5K.
  • iShares Silver Trust made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #314 holding.
  • HB Wealth Management first reported a position in iShares Silver Trust in Q1 2022 and has held it in 18 quarters since.
  • HB Wealth Management's iShares Silver Trust position peaked at $5.09M in Q1 2026.
  • 1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.