Laidlaw Wealth Management’s iShares Silver Trust SLV Stock Holding History

Laidlaw Wealth Management’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	$255K	Sell	4,772 -1,028	-18%	-$68.2K	0.73%	48
2026 Q1	$395K	Sell	5,800 -8,463	-59%	-$643K	1.37%	25
2025 Q4	$919K	Sell	14,263 -6,039	-30%	-$302K	2.84%	9
2025 Q3	$860K	Buy	20,302 +3,580	+21%	+$129K	2.05%	16
2025 Q2	$549K	Buy	16,722 +6,329	+61%	+$194K	1.58%	23
2025 Q1	$322K	Sell	10,393 -55,091	-84%	-$1.6M	0.95%	27
2024 Q4	$1.72M	Buy	65,484 +2,555	+4%	+$73K	0.75%	38
2024 Q3	$1.79M	Sell	62,929 -862	-1%	-$23.2K	0.88%	31
2024 Q2	$1.69M	Buy	63,791 +11,042	+21%	+$290K	0.93%	28
2024 Q1	$1.2M	Sell	52,749 -4,036	-7%	-$86.2K	0.67%	49
2023 Q4	$1.24M	Sell	56,785 -34,373	-38%	-$732K	0.45%	69
2023 Q3	$1.85M	Buy	91,158 +973	+1%	+$21K	0.61%	43
2023 Q2	$1.88M	Buy	90,185 +6,023	+7%	+$134K	0.37%	71
2023 Q1	$1.86M	Buy	84,162 +5,472	+7%	+$113K	0.38%	70
2022 Q4	$1.73M	Sell	78,690 -1,512	-2%	-$29.6K	0.37%	76
2022 Q3	$1.4M	Buy	80,202 +9,376	+13%	+$166K	0.33%	86
2022 Q2	$1.32M	Buy	70,826 +1,125	+2%	+$23.5K	0.27%	105
2022 Q1	$1.59M	Buy	69,701 +4,551	+7%	+$101K	0.27%	101
2021 Q4	$1.4M	Buy	65,150 +11,293	+21%	+$244K	0.22%	118
2021 Q3	$1.1M	Sell	53,857 -1,331	-2%	-$29.9K	0.28%	89
2021 Q2	$1.34M	Buy	55,188 +10,561	+24%	+$262K	0.34%	76
2021 Q1	$1.01M	Buy	44,627 +12,348	+38%	+$301K	0.35%	78
2020 Q4	$793K	Buy	32,279 +19,191	+147%	+$436K	0.17%	146
2020 Q3	$283K	Sell	13,088 -3,462	-21%	-$78.7K	0.13%	163
2020 Q2	$282K	Buy	+16,550	New	+$253K	0.15%	137

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

Laidlaw Wealth Management's SLV Position: Q2 2026 in Review

Laidlaw Wealth Management reduced its iShares Silver Trust (SLV) stake by 18% in Q2 2026, selling an estimated $68.2K and leaving 4,772 shares worth $255K. The position accounts for 0.73% of the portfolio, ranked #48.

Laidlaw Wealth Management first reported a position in SLV in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.88M in Q2 2023. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Laidlaw Wealth Management held 4,772 shares of iShares Silver Trust worth $255K as of Q2 2026.
Laidlaw Wealth Management sold 1,028 iShares Silver Trust shares in Q2 2026, an estimated $68.2K.
iShares Silver Trust made up 0.73% of Laidlaw Wealth Management's portfolio in Q2 2026, its #48 holding.
Laidlaw Wealth Management first reported a position in iShares Silver Trust in Q2 2020 and has held it in 25 quarters since.
Laidlaw Wealth Management's iShares Silver Trust position peaked at $1.88M in Q2 2023.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Laidlaw Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.