James J. Burns & Company’s iShares Silver Trust SLV Stock Holding History

James J. Burns & Company’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	$246K	Sell	4,605 -100	-2%	-$6.63K	0.03%	147
2026 Q1	$321K	Buy	4,705 +950	+25%	+$72.2K	0.04%	118
2025 Q4	$242K	Buy	+3,755	New	+$188K	0.03%	146

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

James J. Burns & Company's SLV Position: Q2 2026 in Review

James J. Burns & Company reduced its iShares Silver Trust (SLV) stake by 2.1% in Q2 2026, selling an estimated $6.63K and leaving 4,605 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #147.

James J. Burns & Company first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $321K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

James J. Burns & Company held 4,605 shares of iShares Silver Trust worth $246K as of Q2 2026.
James J. Burns & Company sold 100 iShares Silver Trust shares in Q2 2026, an estimated $6.63K.
iShares Silver Trust made up 0.03% of James J. Burns & Company's portfolio in Q2 2026, its #147 holding.
James J. Burns & Company first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
James J. Burns & Company's iShares Silver Trust position peaked at $321K in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.