Linscomb Wealth’s iShares Silver Trust SLV Stock Holding History

Linscomb Wealth’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	-4,736	Closed	-$323K	–	345
2026 Q1	$323K	Buy	4,736 +764	+19%	+$58K	0.01%	282
2025 Q4	$256K	Buy	+3,972	New	+$199K	0.01%	278
2021 Q1	–	Sell	-12,612	Closed	-$310K	–	338
2020 Q4	$310K	Buy	12,612 +42	+0.3%	+$955	0.02%	251
2020 Q3	$272K	Buy	+12,570	New	+$286K	0.02%	255
2017 Q4	–	Sell	-12,613	Closed	-$199K	–	278
2017 Q3	$199K	Hold	12,613	–	–	0.02%	258
2017 Q2	$198K	Buy	+12,613	New	+$205K	0.02%	242
2017 Q1	–	Sell	-10,018	Closed	-$151K	–	259
2016 Q4	$151K	Hold	10,018	–	–	0.01%	253
2016 Q3	$182K	Buy	+10,018	New	+$187K	0.02%	241

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

Linscomb Wealth's SLV Position: Q2 2026 in Review

Linscomb Wealth sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 4,736 shares — an estimated $323K sold.

Linscomb Wealth first reported a position in SLV in Q3 2016 and held it in 8 quarters. The position peaked at $323K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Linscomb Wealth reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Linscomb Wealth sold 4,736 iShares Silver Trust shares in Q2 2026, an estimated $323K.
Linscomb Wealth first reported a position in iShares Silver Trust in Q3 2016 and held it in 8 quarters.
Linscomb Wealth's iShares Silver Trust position peaked at $323K in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.