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Leavell Investment Management’s iShares Silver Trust SLV Stock Holding History

Leavell Investment 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 		$6.46M Sell
120,812
-696
-0.6% -$46.1K 0.24% 112
2026
Q1 		$8.28M Sell
121,508
-5,360
-4% -$407K 0.34% 70
2025
Q4 		$8.17M Buy
126,868
+13,174
+12% +$660K 0.34% 69
2025
Q3 		$4.82M Buy
113,694
+29,616
+35% +$1.06M 0.2% 121
2025
Q2 		$2.76M Sell
84,078
-1,024
-1% -$31.3K 0.12% 174
2025
Q1 		$2.64M Buy
85,102
+16,280
+24% +$473K 0.13% 163
2024
Q4 		$1.81M Buy
68,822
+1,287
+2% +$36.8K 0.09% 206
2024
Q3 		$1.92M Buy
67,535
+1,339
+2% +$36K 0.1% 196
2024
Q2 		$1.76M Sell
66,196
-1,757
-3% -$46.2K 0.1% 197
2024
Q1 		$1.55M Sell
67,953
-7,950
-10% -$170K 0.09% 214
2023
Q4 		$1.65M Sell
75,903
-12,068
-14% -$257K 0.11% 185
2023
Q3 		$1.79M Sell
87,971
-17,409
-17% -$376K 0.13% 169
2023
Q2 		$2.2M Sell
105,380
-956
-0.9% -$21.3K 0.15% 147
2023
Q1 		$2.35M Sell
106,336
-1,780
-2% -$36.9K 0.17% 140
2022
Q4 		$2.38M Buy
108,116
+19,939
+23% +$391K 0.18% 133
2022
Q3 		$1.54M Sell
88,177
-6,620
-7% -$117K 0.12% 165
2022
Q2 		$1.77M Buy
94,797
+4,213
+5% +$87.9K 0.14% 158
2022
Q1 		$2.07M Sell
90,584
-14,802
-14% -$329K 0.14% 152
2021
Q4 		$2.27M Buy
105,386
+11,640
+12% +$251K 0.15% 139
2021
Q3 		$1.92M Sell
93,746
-32,810
-26% -$738K 0.14% 142
2021
Q2 		$2.87M Hold
126,556
– – 0.23% 116
2021
Q1 		$2.87M Sell
126,556
-15,980
-11% -$389K 0.23% 116
2020
Q4 		$3.5M Sell
142,536
-7,193
-5% -$164K 0.3% 92
2020
Q3 		$3.24M Buy
149,729
+59,702
+66% +$1.36M 0.28% 95
2020
Q2 		$1.53M Buy
90,027
+68,453
+317% +$1.05M 0.15% 135
2020
Q1 		$282K Buy
21,574
+100
+0.5% +$1.57K 0.03% 295
2019
Q4 		$358K Buy
21,474
+11,136
+108% +$180K 0.03% 301
2019
Q3 		$165K Buy
+10,338
New +$164K 0.02% 379

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

Leavell Investment Management's SLV Position: Q2 2026 in Review

Leavell Investment Management reduced its iShares Silver Trust (SLV) stake by 0.57% in Q2 2026, selling an estimated $46.1K and leaving 120,812 shares worth $6.46M. The position accounts for 0.24% of the portfolio, ranked #112.

Leavell Investment Management first reported a position in SLV in Q3 2019 and has held it in 28 quarters since. The position peaked at $8.28M in Q1 2026. 1,409 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Leavell Investment Management held 120,812 shares of iShares Silver Trust worth $6.46M as of Q2 2026.
  • Leavell Investment Management sold 696 iShares Silver Trust shares in Q2 2026, an estimated $46.1K.
  • iShares Silver Trust made up 0.24% of Leavell Investment Management's portfolio in Q2 2026, its #112 holding.
  • Leavell Investment Management first reported a position in iShares Silver Trust in Q3 2019 and has held it in 28 quarters since.
  • Leavell Investment Management's iShares Silver Trust position peaked at $8.28M in Q1 2026.
  • 1,409 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.