Key Client Fiduciary Advisors’s iShares Silver Trust SLV Stock Holding History

Key Client Fiduciary Advisors’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
2025 Q4	–	Sell	-2,000	Closed	-$84.7K	–	240
2025 Q3	$84.7K	Buy	2,000 +1,000	+100%	+$35.9K	0.03%	217
2025 Q2	$32.8K	Sell	1,000 -4,000	-80%	-$122K	0.01%	206
2025 Q1	$155K	Hold	5,000	–	–	0.07%	184
2024 Q4	$132K	Buy	5,000 +1,000	+25%	+$28.6K	0.06%	188
2024 Q3	$114K	Buy	4,000 +1,500	+60%	+$40.3K	0.05%	194
2024 Q2	$66.4K	Buy	+2,500	New	+$65.8K	0.03%	184

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

Key Client Fiduciary Advisors's SLV Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its iShares Silver Trust (SLV) stake by 28% in Q2 2026, selling an estimated $167K and leaving 6,439 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #166.

Key Client Fiduciary Advisors first reported a position in SLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $610K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Key Client Fiduciary Advisors held 6,439 shares of iShares Silver Trust worth $344K as of Q2 2026.
Key Client Fiduciary Advisors sold 2,513 iShares Silver Trust shares in Q2 2026, an estimated $167K.
iShares Silver Trust made up 0.1% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #166 holding.
Key Client Fiduciary Advisors first reported a position in iShares Silver Trust in Q2 2024 and has held it in 9 quarters since.
Key Client Fiduciary Advisors's iShares Silver Trust position peaked at $610K in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.