Lazari Capital Management’s iShares Silver Trust SLV Stock Holding History

Lazari Capital 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	$286K	Buy	5,346 +1,158	+28%	+$76.8K	0.09%	135
2026 Q1	$285K	Sell	4,188 -3,305	-44%	-$251K	0.1%	124
2025 Q4	$483K	Hold	7,493	–	–	0.16%	91
2025 Q3	$317K	Sell	7,493 -1,290	-15%	-$46.3K	0.11%	108
2025 Q2	$288K	Sell	8,783 -169	-2%	-$5.17K	0.11%	107
2025 Q1	$277K	Sell	8,952 -708	-7%	-$20.6K	0.11%	104
2024 Q4	$254K	Buy	9,660 +1,000	+12%	+$28.6K	0.1%	119
2024 Q3	$246K	Buy	8,660 +293	+4%	+$7.87K	0.11%	125
2024 Q2	$222K	Buy	+8,367	New	+$220K	0.1%	119

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

Lazari Capital Management's SLV Position: Q2 2026 in Review

Lazari Capital Management increased its iShares Silver Trust (SLV) stake by 28% in Q2 2026, buying an estimated $76.8K and bringing the position to 5,346 shares worth $286K. The position accounts for 0.09% of the portfolio, ranked #135.

Lazari Capital Management first reported a position in SLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $483K in Q4 2025. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Lazari Capital Management held 5,346 shares of iShares Silver Trust worth $286K as of Q2 2026.
Lazari Capital Management bought 1,158 iShares Silver Trust shares in Q2 2026, an estimated $76.8K.
iShares Silver Trust made up 0.09% of Lazari Capital Management's portfolio in Q2 2026, its #135 holding.
Lazari Capital Management first reported a position in iShares Silver Trust in Q2 2024 and has held it in 9 quarters since.
Lazari Capital Management's iShares Silver Trust position peaked at $483K in Q4 2025.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.