Lugano Financial Advisors SA (LFA)’s iShares Silver Trust SLV Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$86.9K	Hold	1,626	–	–	0.05%	123
2026 Q1	$111K	Sell	1,626 -41	-2%	-$3.12K	0.06%	106
2025 Q4	$107K	Buy	1,667 +192	+13%	+$9.61K	0.06%	119
2025 Q3	$62.5K	Buy	+1,475	New	+$53K	0.03%	128
2023 Q2	–	Sell	-1,311	Closed	-$29K	–	174
2023 Q1	$29K	Hold	1,311	–	–	0.02%	97
2022 Q4	$28.9K	Buy	+1,311	New	+$25.7K	0.02%	102

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

Lugano Financial Advisors SA (LFA)'s SLV Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its iShares Silver Trust (SLV) position steady in Q2 2026 at 1,626 shares worth $86.9K. The position accounts for 0.05% of the portfolio, ranked #123.

Lugano Financial Advisors SA (LFA) first reported a position in SLV in Q4 2022 and has held it in 6 quarters since. The position peaked at $111K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 1,626 shares of iShares Silver Trust worth $86.9K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.05% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #123 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Silver Trust in Q4 2022 and has held it in 6 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares Silver Trust position peaked at $111K in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.