Kingswood Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Kingswood Wealth 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
2026 Q2	$1.88M	Sell	35,109 -1,320	-4%	-$87.5K	0.08%	272
2026 Q1	$2.48M	Sell	36,429 -1,766	-5%	-$134K	0.12%	197
2025 Q4	$2.46M	Buy	38,195 +4,499	+13%	+$225K	0.12%	170
2025 Q3	$1.43M	Sell	33,696 -136	-0.4%	-$4.88K	0.09%	240
2025 Q2	$1.11M	Sell	33,832 -27,027	-44%	-$827K	0.09%	247
2025 Q1	$1.88M	Buy	60,859 +28,310	+87%	+$823K	0.17%	146
2024 Q4	$857K	Sell	32,549 -1,673	-5%	-$47.8K	0.06%	310
2024 Q3	$972K	Sell	34,222 -6,075	-15%	-$163K	0.07%	301
2024 Q2	$1.07M	Buy	40,297 +7,992	+25%	+$210K	0.1%	220
2024 Q1	$735K	Sell	32,305 -1,930	-6%	-$41.2K	0.08%	263
2023 Q4	$746K	Buy	34,235 +21,655	+172%	+$461K	0.08%	254
2023 Q3	$539K	Sell	12,580 -1,350	-10%	-$29.2K	0.09%	232
2023 Q2	$291K	Buy	+13,930	New	+$310K	0.09%	203

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

Kingswood Wealth Advisors's SLV Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares Silver Trust (SLV) stake by 3.6% in Q2 2026, selling an estimated $87.5K and leaving 35,109 shares worth $1.88M. The position accounts for 0.08% of the portfolio, ranked #272.

Kingswood Wealth Advisors first reported a position in SLV in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.48M in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Kingswood Wealth Advisors held 35,109 shares of iShares Silver Trust worth $1.88M as of Q2 2026.
Kingswood Wealth Advisors sold 1,320 iShares Silver Trust shares in Q2 2026, an estimated $87.5K.
iShares Silver Trust made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #272 holding.
Kingswood Wealth Advisors first reported a position in iShares Silver Trust in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's iShares Silver Trust position peaked at $2.48M in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.