Jones Financial Companies’s iShares Silver Trust SLV Stock Holding History

Jones Financial Companies’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	$38.7M	Buy	726,104 +41,150	+6%	+$2.73M	0.02%	480
2026 Q1	$43.5M	Buy	684,954 +187,696	+38%	+$14.3M	0.02%	388
2025 Q4	$32M	Buy	497,258 +105,387	+27%	+$5.28M	0.02%	247
2025 Q3	$16.4M	Buy	391,871 +98,966	+34%	+$3.55M	0.01%	323
2025 Q2	$9.55M	Buy	292,905 +82,137	+39%	+$2.51M	0.01%	364
2025 Q1	$6.53M	Buy	210,768 +71,407	+51%	+$2.07M	0.01%	373
2024 Q4	$3.67M	Buy	139,361 +51,688	+59%	+$1.48M	﹤0.01%	412
2024 Q3	$2.53M	Buy	87,673 +33,960	+63%	+$913K	﹤0.01%	403
2024 Q2	$1.43M	Buy	53,713 +53,543	+31,496%	+$1.41M	﹤0.01%	372
2024 Q1	$3.87K	Buy	+170	New	+$3.63K	﹤0.01%	1195
2022 Q1	–	Sell	-60	Closed	-$1K	–	823
2021 Q4	$1K	Buy	+60	New	+$1.3K	﹤0.01%	742
2021 Q1	–	Sell	-1,500	Closed	-$37K	–	859
2020 Q4	$37K	Buy	+1,500	New	+$34.1K	﹤0.01%	311
2013 Q3	–	Sell	-800	Closed	-$15K	–	826
2013 Q2	$15K	Buy	+800	New	+$17.9K	﹤0.01%	522

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

Jones Financial Companies's SLV Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Silver Trust (SLV) stake by 6% in Q2 2026, buying an estimated $2.73M and bringing the position to 726,104 shares worth $38.7M. The position accounts for 0.02% of the portfolio, ranked #480.

Jones Financial Companies first reported a position in SLV in Q2 2013 and has held it in 13 quarters since. The position peaked at $43.5M in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Jones Financial Companies held 726,104 shares of iShares Silver Trust worth $38.7M as of Q2 2026.
Jones Financial Companies bought 41,150 iShares Silver Trust shares in Q2 2026, an estimated $2.73M.
iShares Silver Trust made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #480 holding.
Jones Financial Companies first reported a position in iShares Silver Trust in Q2 2013 and has held it in 13 quarters since.
Jones Financial Companies's iShares Silver Trust position peaked at $43.5M in Q1 2026.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.