LJI Wealth Management
SLV icon

LJI Wealth Management’s iShares Silver Trust SLV Stock Holding History

LJI Wealth Management’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
Q3 		– Sell
-5,044
Closed -$270K – 214
2026
Q2 		$270K Sell
5,044
-300
-6% -$19.9K 0.04% 170
2026
Q1 		$364K Buy
5,344
+3,644
+214% +$277K 0.06% 135
2025
Q4 		$110K Buy
1,700
+1,300
+325% +$65.1K 0.02% 187
2025
Q3 		$16.9K Buy
+400
New +$14.4K ﹤0.01% 184

Other funds holding SLV

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Richard C. Young & Co
Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LJI Wealth Management's SLV Position: Q3 2026 in Review

LJI Wealth Management sold out of iShares Silver Trust (SLV) in Q3 2026, closing a stake of 5,044 shares — an estimated $270K sold.

LJI Wealth Management first reported a position in SLV in Q3 2025 and held it in 4 quarters. The position peaked at $364K in Q1 2026. 988 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • LJI Wealth Management reported no remaining iShares Silver Trust position as of Q3 2026 after selling out during the quarter.
  • LJI Wealth Management sold 5,044 iShares Silver Trust shares in Q3 2026, an estimated $270K.
  • LJI Wealth Management first reported a position in iShares Silver Trust in Q3 2025 and held it in 4 quarters.
  • LJI Wealth Management's iShares Silver Trust position peaked at $364K in Q1 2026.
  • 988 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.