Key Financial Inc’s iShares Silver Trust SLV Stock Holding History

Key Financial Inc’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	$95.1K	Hold	1,779	–	–	0.02%	433
2026 Q1	$121K	Buy	1,779 +1,710	+2,478%	+$130K	0.02%	371
2025 Q4	$4.45K	Buy	+69	New	+$3.45K	﹤0.01%	1055
2024 Q2	–	Sell	-100	Closed	-$2.27K	–	1372
2024 Q1	$2.27K	Hold	100	–	–	﹤0.01%	1089
2023 Q4	$2.18K	Hold	100	–	–	﹤0.01%	1089
2023 Q3	$2.03K	Hold	100	–	–	﹤0.01%	1111
2023 Q2	$2.09K	Hold	100	–	–	﹤0.01%	1158
2023 Q1	$2.21K	Hold	100	–	–	﹤0.01%	943
2022 Q4	$1.75K	Hold	100	–	–	﹤0.01%	968
2022 Q3	$2K	Sell	100 -807	-89%	-$14.3K	﹤0.01%	973
2022 Q2	$17K	Buy	907 +807	+807%	+$16.8K	0.01%	536
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	945
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	841
2021 Q3	$2K	Buy	+100	New	+$2.25K	﹤0.01%	820
2021 Q2	–	Sell	-2,000	Closed	-$45K	–	891
2021 Q1	$45K	Buy	+2,000	New	+$48.7K	0.03%	296

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 Financial Inc's SLV Position: Q2 2026 in Review

Key Financial Inc held its iShares Silver Trust (SLV) position steady in Q2 2026 at 1,779 shares worth $95.1K. The position accounts for 0.02% of the portfolio, ranked #433.

Key Financial Inc first reported a position in SLV in Q1 2021 and has held it in 15 quarters since. The position peaked at $121K in Q1 2026. 1,421 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Key Financial Inc held 1,779 shares of iShares Silver Trust worth $95.1K as of Q2 2026.
Key Financial Inc left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #433 holding.
Key Financial Inc first reported a position in iShares Silver Trust in Q1 2021 and has held it in 15 quarters since.
Key Financial Inc's iShares Silver Trust position peaked at $121K in Q1 2026.
1,421 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.