LWM
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Lodestone Wealth Management’s iShares Silver Trust SLV Stock Holding History

Lodestone 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 		$44K Buy
822
+28
+4% +$1.86K 0.02% 321
2026
Q1 		$54.1K Sell
794
-898
-53% -$68.2K 0.02% 285
2025
Q4 		$109K Buy
+1,692
New +$84.7K 0.04% 210

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

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

Lodestone Wealth Management increased its iShares Silver Trust (SLV) stake by 3.5% in Q2 2026, buying an estimated $1.86K and bringing the position to 822 shares worth $44K. The position accounts for 0.02% of the portfolio, ranked #321.

Lodestone Wealth Management first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $109K in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Lodestone Wealth Management held 822 shares of iShares Silver Trust worth $44K as of Q2 2026.
  • Lodestone Wealth Management bought 28 iShares Silver Trust shares in Q2 2026, an estimated $1.86K.
  • iShares Silver Trust made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #321 holding.
  • Lodestone Wealth Management first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's iShares Silver Trust position peaked at $109K in Q4 2025.
  • 1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.