Keudell/Morrison Wealth Management’s iShares Silver Trust SLV Stock Holding History

Keudell/Morrison 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	–	Sell	-3,165	Closed	-$216K	–	269
2026 Q1	$216K	Sell	3,165 -400	-11%	-$30.4K	0.04%	225
2025 Q4	$230K	Buy	+3,565	New	+$178K	0.05%	211

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

Keudell/Morrison Wealth Management's SLV Position: Q2 2026 in Review

Keudell/Morrison Wealth Management sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 3,165 shares — an estimated $216K sold.

Keudell/Morrison Wealth Management first reported a position in SLV in Q4 2025 and held it in 2 quarters. The position peaked at $230K in Q4 2025. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Keudell/Morrison Wealth Management reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 3,165 iShares Silver Trust shares in Q2 2026, an estimated $216K.
Keudell/Morrison Wealth Management first reported a position in iShares Silver Trust in Q4 2025 and held it in 2 quarters.
Keudell/Morrison Wealth Management's iShares Silver Trust position peaked at $230K in Q4 2025.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.