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Keystone Financial Group (Kentucky)’s iShares Silver Trust SLV Stock Holding History

Keystone Financial Group (Kentucky)’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 		$981K Sell
18,338
-13,905
-43% -$922K 0.06% 225
2026
Q1 		$2.2M Sell
32,243
-2,545
-7% -$193K 0.15% 120
2025
Q4 		$2.24M Buy
34,788
+18,619
+115% +$932K 0.17% 100
2025
Q3 		$685K Buy
16,169
+1,706
+12% +$61.3K 0.05% 203
2025
Q2 		$475K Sell
14,463
-1,386
-9% -$42.4K 0.04% 234
2025
Q1 		$491K Sell
15,849
-358
-2% -$10.4K 0.05% 213
2024
Q4 		$427K Hold
16,207
– – 0.04% 236
2024
Q3 		$460K Buy
16,207
+225
+1% +$6.05K 0.06% 208
2024
Q2 		$425K Buy
15,982
+3,043
+24% +$80K 0.15% 94
2024
Q1 		$294K Sell
12,939
-1,200
-8% -$25.6K 0.04% 259
2023
Q4 		$308K Sell
14,139
-2,426
-15% -$51.6K 0.05% 210
2023
Q3 		$337K Buy
16,565
+1,615
+11% +$34.9K 0.06% 205
2023
Q2 		$312K Buy
+14,950
New +$332K 0.05% 213
2022
Q4 		$272K Sell
12,357
-1,000
-7% -$19.6K 0.05% 219
2022
Q3 		$234K Sell
13,357
-25
-0.2% -$443 0.05% 242
2022
Q2 		$249K Buy
13,382
+800
+6% +$16.7K 0.05% 244
2022
Q1 		$288K Sell
12,582
-75
-0.6% -$1.67K 0.05% 232
2021
Q4 		$272K Buy
12,657
+350
+3% +$7.56K 0.04% 253
2021
Q3 		$253K Buy
12,307
+225
+2% +$5.06K 0.05% 256
2021
Q2 		$293K Hold
12,082
– – 0.05% 228
2021
Q1 		$274K Sell
12,082
-440
-4% -$10.7K 0.05% 231
2020
Q4 		$308K Buy
12,522
+232
+2% +$5.28K 0.06% 190
2020
Q3 		$266K Buy
+12,290
New +$279K 0.07% 192

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SLV Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its iShares Silver Trust (SLV) stake by 43% in Q2 2026, selling an estimated $922K and leaving 18,338 shares worth $981K. The position accounts for 0.06% of the portfolio, ranked #225.

Keystone Financial Group (Kentucky) first reported a position in SLV in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.24M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 18,338 shares of iShares Silver Trust worth $981K as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 13,905 iShares Silver Trust shares in Q2 2026, an estimated $922K.
  • iShares Silver Trust made up 0.06% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #225 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Silver Trust in Q3 2020 and has held it in 23 quarters since.
  • Keystone Financial Group (Kentucky)'s iShares Silver Trust position peaked at $2.24M in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.