Jamison Private Wealth Management’s iShares Silver Trust SLV Stock Holding History

Jamison Private 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	$5.14M	Sell	96,059 -35	-0%	-$2.32K	0.52%	54
2026 Q1	$6.55M	Buy	96,094 +606	+0.6%	+$46K	0.8%	41
2025 Q4	$6.15M	Hold	95,488	–	–	0.75%	43
2025 Q3	$4.05M	Hold	95,488	–	–	0.51%	54
2025 Q2	$3.13M	Hold	95,488	–	–	0.45%	59
2025 Q1	$2.96M	Hold	95,488	–	–	0.45%	58
2024 Q4	$2.51M	Buy	95,488 +94,388	+8,581%	+$2.7M	0.37%	63
2024 Q3	$31.3K	Buy	+1,100	New	+$29.6K	﹤0.01%	279

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

Jamison Private Wealth Management's SLV Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its iShares Silver Trust (SLV) stake by 0.04% in Q2 2026, selling an estimated $2.32K and leaving 96,059 shares worth $5.14M. The position accounts for 0.52% of the portfolio, ranked #54.

Jamison Private Wealth Management first reported a position in SLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.55M in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Jamison Private Wealth Management held 96,059 shares of iShares Silver Trust worth $5.14M as of Q2 2026.
Jamison Private Wealth Management sold 35 iShares Silver Trust shares in Q2 2026, an estimated $2.32K.
iShares Silver Trust made up 0.52% of Jamison Private Wealth Management's portfolio in Q2 2026, its #54 holding.
Jamison Private Wealth Management first reported a position in iShares Silver Trust in Q3 2024 and has held it in 8 quarters since.
Jamison Private Wealth Management's iShares Silver Trust position peaked at $6.55M in Q1 2026.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.