IFWM
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Institute for Wealth Management’s iShares Silver Trust SLV Stock Holding History

Institute for 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 		$154K Sell
2,880
-526
-15% -$34.9K 0.01% 580
2026
Q1 		$232K Buy
+3,406
New +$259K 0.02% 487
2023
Q1 		– Sell
-12,768
Closed -$281K – 465
2022
Q4 		$281K Sell
12,768
-761
-6% -$14.9K 0.06% 365
2022
Q3 		$237K Sell
13,529
-3,183
-19% -$56.4K 0.05% 384
2022
Q2 		$312K Buy
16,712
+1,383
+9% +$28.8K 0.06% 385
2022
Q1 		$351K Buy
15,329
+115
+0.8% +$2.56K 0.06% 376
2021
Q4 		$327K Sell
15,214
-958
-6% -$20.7K 0.05% 359
2021
Q3 		$332K Sell
16,172
-440
-3% -$9.89K 0.06% 348
2021
Q2 		$402K Buy
16,612
+625
+4% +$15.5K 0.07% 312
2021
Q1 		$363K Sell
15,987
-1,650
-9% -$40.2K 0.07% 322
2020
Q4 		$433K Sell
17,637
-168
-0.9% -$3.82K 0.09% 276
2020
Q3 		$385K Buy
+17,805
New +$405K 0.09% 270
2014
Q4 		– Sell
-9,879
Closed -$166K – 52
2014
Q3 		$166K Sell
9,879
-109,055
-92% -$2.06M 0.16% 29
2014
Q2 		$2.41M Buy
118,934
+9,996
+9% +$189K 2.08% 15
2014
Q1 		$2.07M Sell
108,938
-6,747
-6% -$133K 1.78% 21
2013
Q4 		$2.16M Sell
115,685
-13,176
-10% -$264K 1.56% 20
2013
Q3 		$2.69M Buy
+128,861
New +$2.66M 1.85% 22

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

Institute for Wealth Management's SLV Position: Q2 2026 in Review

Institute for Wealth Management reduced its iShares Silver Trust (SLV) stake by 15% in Q2 2026, selling an estimated $34.9K and leaving 2,880 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #580.

Institute for Wealth Management first reported a position in SLV in Q3 2013 and has held it in 17 quarters since. The position peaked at $2.69M in Q3 2013. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Institute for Wealth Management held 2,880 shares of iShares Silver Trust worth $154K as of Q2 2026.
  • Institute for Wealth Management sold 526 iShares Silver Trust shares in Q2 2026, an estimated $34.9K.
  • iShares Silver Trust made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #580 holding.
  • Institute for Wealth Management first reported a position in iShares Silver Trust in Q3 2013 and has held it in 17 quarters since.
  • Institute for Wealth Management's iShares Silver Trust position peaked at $2.69M in Q3 2013.
  • 1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.