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Legacy Wealth Management (Idaho)’s iShares Silver Trust SLV Stock Holding History

Legacy Wealth Management (Idaho)’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 		$1.28M Buy
23,885
+11,223
+89% +$744K 0.53% 48
2026
Q1 		$863K Buy
12,662
+12,459
+6,137% +$947K 0.43% 57
2025
Q4 		$13.1K Buy
203
+100
+97% +$5.01K 0.01% 385
2025
Q3 		$4.37K Buy
103
+63
+158% +$2.26K ﹤0.01% 450
2025
Q2 		$1.31K Hold
40
– – ﹤0.01% 563
2025
Q1 		$1.24K Buy
+40
New +$1.16K ﹤0.01% 614

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

Legacy Wealth Management (Idaho)'s SLV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its iShares Silver Trust (SLV) stake by 89% in Q2 2026, buying an estimated $744K and bringing the position to 23,885 shares worth $1.28M. The position accounts for 0.53% of the portfolio, ranked #48.

Legacy Wealth Management (Idaho) first reported a position in SLV in Q1 2025 and has held it in 6 quarters since. 1,411 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 23,885 shares of iShares Silver Trust worth $1.28M as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 11,223 iShares Silver Trust shares in Q2 2026, an estimated $744K.
  • iShares Silver Trust made up 0.53% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #48 holding.
  • Legacy Wealth Management (Idaho) first reported a position in iShares Silver Trust in Q1 2025 and has held it in 6 quarters since.
  • 1,411 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.