Legacy Capital Group California’s iShares Silver Trust SLV Stock Holding History

Legacy Capital Group California’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	$430K	Buy	8,050 +2,543	+46%	+$169K	0.13%	222
2026 Q1	$375K	Sell	5,507 -3,827	-41%	-$291K	0.14%	209
2025 Q4	$601K	Buy	9,334 +323	+4%	+$16.2K	0.15%	180
2025 Q3	$382K	Buy	9,011 +2,184	+32%	+$78.4K	0.1%	249
2025 Q2	$224K	Buy	+6,827	New	+$209K	0.06%	312

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

Legacy Capital Group California's SLV Position: Q2 2026 in Review

Legacy Capital Group California increased its iShares Silver Trust (SLV) stake by 46% in Q2 2026, buying an estimated $169K and bringing the position to 8,050 shares worth $430K. The position accounts for 0.13% of the portfolio, ranked #222.

Legacy Capital Group California first reported a position in SLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $601K in Q4 2025. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Legacy Capital Group California held 8,050 shares of iShares Silver Trust worth $430K as of Q2 2026.
Legacy Capital Group California bought 2,543 iShares Silver Trust shares in Q2 2026, an estimated $169K.
iShares Silver Trust made up 0.13% of Legacy Capital Group California's portfolio in Q2 2026, its #222 holding.
Legacy Capital Group California first reported a position in iShares Silver Trust in Q2 2025 and has held it in 5 quarters since.
Legacy Capital Group California's iShares Silver Trust position peaked at $601K in Q4 2025.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.