LifeWealth Investments’s iShares Silver Trust SLV Stock Holding History

LifeWealth Investments’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	$1.31M	Buy	24,467 +947	+4%	+$62.8K	0.35%	50
2026 Q1	$1.6M	Sell	23,520 -53,792	-70%	-$4.09M	0.48%	44
2025 Q4	$4.98M	Sell	77,312 -12,627	-14%	-$632K	1.58%	17
2025 Q3	$3.81M	Buy	89,939 +671	+0.8%	+$24.1K	1.26%	23
2025 Q2	$2.93M	Buy	89,268 +13,476	+18%	+$412K	1.06%	26
2025 Q1	$2.35M	Buy	75,792 +28,529	+60%	+$829K	1.13%	28
2024 Q4	$1.24M	Buy	+47,263	New	+$1.35M	0.82%	34

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

LifeWealth Investments's SLV Position: Q2 2026 in Review

LifeWealth Investments increased its iShares Silver Trust (SLV) stake by 4% in Q2 2026, buying an estimated $62.8K and bringing the position to 24,467 shares worth $1.31M. The position accounts for 0.35% of the portfolio, ranked #50.

LifeWealth Investments first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.98M in Q4 2025. 1,422 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

LifeWealth Investments held 24,467 shares of iShares Silver Trust worth $1.31M as of Q2 2026.
LifeWealth Investments bought 947 iShares Silver Trust shares in Q2 2026, an estimated $62.8K.
iShares Silver Trust made up 0.35% of LifeWealth Investments's portfolio in Q2 2026, its #50 holding.
LifeWealth Investments first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's iShares Silver Trust position peaked at $4.98M in Q4 2025.
1,422 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.