Joel Isaacson & Co’s iShares Silver Trust SLV Stock Holding History

Joel Isaacson & Co’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	$319K	Buy	5,969 +2,958	+98%	+$196K	0.01%	369
2026 Q1	$205K	Buy	+3,011	New	+$229K	0.01%	430
2025 Q4	–	Sell	-6,027	Closed	-$255K	–	472
2025 Q3	$255K	Buy	+6,027	New	+$216K	0.01%	390
2021 Q3	–	Sell	-8,619	Closed	-$209K	–	314
2021 Q2	$209K	Sell	8,619 -8,550	-50%	-$212K	0.02%	278
2021 Q1	$390K	Buy	17,169 +4,169	+32%	+$101K	0.03%	187
2020 Q4	$319K	Buy	+13,000	New	+$296K	0.03%	189
2013 Q4	–	Sell	-200	Closed	-$4K	–	520
2013 Q3	$4K	Buy	+200	New	+$4.13K	﹤0.01%	451

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

Joel Isaacson & Co's SLV Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares Silver Trust (SLV) stake by 98% in Q2 2026, buying an estimated $196K and bringing the position to 5,969 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #369.

Joel Isaacson & Co first reported a position in SLV in Q3 2013 and has held it in 7 quarters since. The position peaked at $390K in Q1 2021. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Joel Isaacson & Co held 5,969 shares of iShares Silver Trust worth $319K as of Q2 2026.
Joel Isaacson & Co bought 2,958 iShares Silver Trust shares in Q2 2026, an estimated $196K.
iShares Silver Trust made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #369 holding.
Joel Isaacson & Co first reported a position in iShares Silver Trust in Q3 2013 and has held it in 7 quarters since.
Joel Isaacson & Co's iShares Silver Trust position peaked at $390K in Q1 2021.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.