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L.J. Altfest & Co’s iShares Silver Trust SLV Stock Holding History

L.J. Altfest & Co’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 		$982K Sell
18,362
-1,620
-8% -$107K 0.1% 135
2026
Q1 		$1.36M Sell
19,982
-138,683
-87% -$10.5M 0.15% 120
2025
Q4 		$10.2M Buy
158,665
+30,574
+24% +$1.53M 1.12% 24
2025
Q3 		$5.43M Sell
128,091
-78,838
-38% -$2.83M 0.61% 39
2025
Q2 		$6.79M Buy
206,929
+80,577
+64% +$2.46M 0.8% 27
2025
Q1 		$3.92M Buy
126,352
+109,713
+659% +$3.19M 0.49% 41
2024
Q4 		$438K Sell
16,639
-84,535
-84% -$2.42M 0.06% 232
2024
Q3 		$2.87M Buy
101,174
+63,649
+170% +$1.71M 0.38% 52
2024
Q2 		$997K Sell
37,525
-78,580
-68% -$2.07M 0.14% 117
2024
Q1 		$2.64M Buy
116,105
+2,338
+2% +$49.9K 0.37% 48
2023
Q4 		$2.48M Buy
113,767
+30,626
+37% +$652K 0.36% 54
2023
Q3 		$1.69M Buy
83,141
+46,830
+129% +$1.01M 0.27% 61
2023
Q2 		$759K Buy
36,311
+206
+0.6% +$4.58K 0.11% 127
2023
Q1 		$799K Hold
36,105
– – 0.13% 114
2022
Q4 		$795K Buy
36,105
+538
+2% +$10.5K 0.13% 113
2022
Q3 		$622K Hold
35,567
– – 0.12% 116
2022
Q2 		$663K Buy
35,567
+1,386
+4% +$28.9K 0.12% 120
2022
Q1 		$782K Buy
34,181
+7,322
+27% +$163K 0.14% 115
2021
Q4 		$578K Buy
26,859
+10,632
+66% +$230K 0.11% 137
2021
Q3 		$333K Hold
16,227
– – 0.07% 190
2021
Q2 		$393K Hold
16,227
– – 0.08% 168
2021
Q1 		$368K Buy
16,227
+27
+0.2% +$657 0.09% 181
2020
Q4 		$398K Hold
16,200
– – 0.1% 156
2020
Q3 		$351K Buy
+16,200
New +$368K 0.09% 154

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

L.J. Altfest & Co's SLV Position: Q2 2026 in Review

L.J. Altfest & Co reduced its iShares Silver Trust (SLV) stake by 8.1% in Q2 2026, selling an estimated $107K and leaving 18,362 shares worth $982K. The position accounts for 0.1% of the portfolio, ranked #135.

L.J. Altfest & Co first reported a position in SLV in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.2M in Q4 2025. 1,419 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • L.J. Altfest & Co held 18,362 shares of iShares Silver Trust worth $982K as of Q2 2026.
  • L.J. Altfest & Co sold 1,620 iShares Silver Trust shares in Q2 2026, an estimated $107K.
  • iShares Silver Trust made up 0.1% of L.J. Altfest & Co's portfolio in Q2 2026, its #135 holding.
  • L.J. Altfest & Co first reported a position in iShares Silver Trust in Q3 2020 and has held it in 24 quarters since.
  • L.J. Altfest & Co's iShares Silver Trust position peaked at $10.2M in Q4 2025.
  • 1,419 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.