Lake Street Private Wealth’s iShares Silver Trust SLV Stock Holding History

Lake Street Private Wealth’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	$319K	Buy	5,971 +196	+3%	+$13K	0.04%	220
2026 Q1	$393K	Buy	5,775 +24	+0.4%	+$1.82K	0.05%	188
2025 Q4	$371K	Buy	+5,751	New	+$288K	0.05%	201
2022 Q3	–	Sell	-15,057	Closed	-$281K	–	306
2022 Q2	$281K	Hold	15,057	–	–	0.06%	235
2022 Q1	$345K	Buy	15,057 +100	+0.7%	+$2.22K	0.06%	231
2021 Q4	$322K	Buy	+14,957	New	+$323K	0.06%	250

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

Lake Street Private Wealth's SLV Position: Q2 2026 in Review

Lake Street Private Wealth increased its iShares Silver Trust (SLV) stake by 3.4% in Q2 2026, buying an estimated $13K and bringing the position to 5,971 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #220.

Lake Street Private Wealth first reported a position in SLV in Q4 2021 and has held it in 6 quarters since. The position peaked at $393K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Lake Street Private Wealth held 5,971 shares of iShares Silver Trust worth $319K as of Q2 2026.
Lake Street Private Wealth bought 196 iShares Silver Trust shares in Q2 2026, an estimated $13K.
iShares Silver Trust made up 0.04% of Lake Street Private Wealth's portfolio in Q2 2026, its #220 holding.
Lake Street Private Wealth first reported a position in iShares Silver Trust in Q4 2021 and has held it in 6 quarters since.
Lake Street Private Wealth's iShares Silver Trust position peaked at $393K in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.