McCarter Private Wealth Services’s iShares Silver Trust SLV Stock Holding History

McCarter Private Wealth Services’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	$2.1M	Hold	39,250	–	–	0.72%	45
2026 Q1	$2.67M	Hold	39,250	–	–	1.16%	24
2025 Q4	$2.53M	Sell	39,250 -750	-2%	-$37.5K	1.14%	26
2025 Q3	$1.69M	Hold	40,000	–	–	0.87%	34
2025 Q2	$1.31M	Buy	+40,000	New	+$1.22M	0.75%	37

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

McCarter Private Wealth Services's SLV Position: Q2 2026 in Review

McCarter Private Wealth Services held its iShares Silver Trust (SLV) position steady in Q2 2026 at 39,250 shares worth $2.1M. The position accounts for 0.72% of the portfolio, ranked #45.

McCarter Private Wealth Services first reported a position in SLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.67M in Q1 2026. 1,411 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

McCarter Private Wealth Services held 39,250 shares of iShares Silver Trust worth $2.1M as of Q2 2026.
McCarter Private Wealth Services left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.72% of McCarter Private Wealth Services's portfolio in Q2 2026, its #45 holding.
McCarter Private Wealth Services first reported a position in iShares Silver Trust in Q2 2025 and has held it in 5 quarters since.
McCarter Private Wealth Services's iShares Silver Trust position peaked at $2.67M in Q1 2026.
1,411 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.