Legacy Financial Group (Iowa)’s iShares Silver Trust SLV Stock Holding History

Legacy Financial Group (Iowa)’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	–	Sell	-3,185	Closed	-$217K	–	139
2026 Q1	$217K	Buy	3,185 +199	+7%	+$15.1K	0.03%	116
2025 Q4	$236K	Buy	+2,986	New	+$149K	0.03%	112
2023 Q4	–	Sell	-2,569	Closed	-$52.3K	–	435
2023 Q3	$52.3K	Buy	+2,569	New	+$55.5K	0.01%	177
2022 Q2	–	Sell	-10,265	Closed	-$235K	–	44
2022 Q1	$235K	Buy	+10,265	New	+$228K	0.07%	45
2021 Q2	–	Sell	-10,713	Closed	-$243K	–	67
2021 Q1	$243K	Buy	+10,713	New	+$261K	0.08%	60

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 Financial Group (Iowa)'s SLV Position: Q2 2026 in Review

Legacy Financial Group (Iowa) sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 3,185 shares — an estimated $217K sold.

Legacy Financial Group (Iowa) first reported a position in SLV in Q1 2021 and held it in 5 quarters. The position peaked at $243K in Q1 2021. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Legacy Financial Group (Iowa) reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 3,185 iShares Silver Trust shares in Q2 2026, an estimated $217K.
Legacy Financial Group (Iowa) first reported a position in iShares Silver Trust in Q1 2021 and held it in 5 quarters.
Legacy Financial Group (Iowa)'s iShares Silver Trust position peaked at $243K in Q1 2021.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.