LWM
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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
Q2 		– Sell
-8,000
Closed -$545K – 210
2026
Q1 		$545K Sell
8,000
-14,500
-64% -$1.1M 0.09% 95
2025
Q4 		$1.45M Buy
22,500
+13,400
+147% +$671K 0.22% 51
2025
Q3 		$386K Buy
+9,100
New +$327K 0.07% 114

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

LJI Wealth Management's SLV Position: Q2 2026 in Review

LJI Wealth Management reduced its iShares Silver Trust (SLV) stake by 5.6% in Q2 2026, selling an estimated $19.9K and leaving 5,044 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #170.

LJI Wealth Management first reported a position in SLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $364K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • LJI Wealth Management held 5,044 shares of iShares Silver Trust worth $270K as of Q2 2026.
  • LJI Wealth Management sold 300 iShares Silver Trust shares in Q2 2026, an estimated $19.9K.
  • iShares Silver Trust made up 0.04% of LJI Wealth Management's portfolio in Q2 2026, its #170 holding.
  • LJI Wealth Management first reported a position in iShares Silver Trust in Q3 2025 and has held it in 4 quarters since.
  • LJI Wealth Management's iShares Silver Trust position peaked at $364K in Q1 2026.
  • 1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

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