Highline Wealth Partners’s iShares Silver Trust SLV Stock Holding History

Highline Wealth 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	$750K	Buy	+14,029	New	+$930K	0.15%	67
2026 Q1	–	Sell	-875	Closed	-$56.4K	–	1367
2025 Q4	$56.4K	Sell	875 -375	-30%	-$18.8K	0.02%	129
2025 Q3	$53K	Buy	1,250 +450	+56%	+$16.2K	0.01%	161
2025 Q2	$26.2K	Buy	+800	New	+$24.5K	0.01%	188

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

Highline Wealth Partners's SLV Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in iShares Silver Trust (SLV) in Q2 2026: 14,029 shares worth $750K. The stake represents 0.15% of the portfolio and ranks #67 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in SLV as recently as Q4 2025.

Highline Wealth Partners first reported a position in SLV in Q2 2025 and has held it in 4 quarters since. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Highline Wealth Partners held 14,029 shares of iShares Silver Trust worth $750K as of Q2 2026.
iShares Silver Trust was a new Highline Wealth Partners position in Q2 2026.
iShares Silver Trust made up 0.15% of Highline Wealth Partners's portfolio in Q2 2026, its #67 holding.
Highline Wealth Partners first reported a position in iShares Silver Trust in Q2 2025 and has held it in 4 quarters since.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.