Measured Wealth Private Client Group’s iShares Silver Trust SLV Stock Holding History

Measured Wealth Private Client Group’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	$802K	Buy	14,990 +2,454	+20%	+$163K	0.19%	81
2026 Q1	$854K	Sell	12,536 -230	-2%	-$17.5K	0.23%	64
2025 Q4	$822K	Buy	12,766 +6,274	+97%	+$314K	0.22%	64
2025 Q3	$275K	Sell	6,492 -5,291	-45%	-$190K	0.07%	146
2025 Q2	$387K	Buy	+11,783	New	+$360K	0.12%	119
2023 Q4	–	Sell	-24,916	Closed	-$507K	–	191
2023 Q3	$507K	Buy	24,916 +10,225	+70%	+$221K	0.2%	80
2023 Q2	$307K	Sell	14,691 -2,523	-15%	-$56.1K	0.12%	135
2023 Q1	$381K	Buy	+17,214	New	+$357K	0.15%	110
2018 Q4	–	Sell	-866	Closed	-$10K	–	600
2018 Q3	$10K	Buy	+866	New	+$12.2K	0.01%	623

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

Measured Wealth Private Client Group's SLV Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its iShares Silver Trust (SLV) stake by 20% in Q2 2026, buying an estimated $163K and bringing the position to 14,990 shares worth $802K. The position accounts for 0.19% of the portfolio, ranked #81.

Measured Wealth Private Client Group first reported a position in SLV in Q3 2018 and has held it in 9 quarters since. The position peaked at $854K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Measured Wealth Private Client Group held 14,990 shares of iShares Silver Trust worth $802K as of Q2 2026.
Measured Wealth Private Client Group bought 2,454 iShares Silver Trust shares in Q2 2026, an estimated $163K.
iShares Silver Trust made up 0.19% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #81 holding.
Measured Wealth Private Client Group first reported a position in iShares Silver Trust in Q3 2018 and has held it in 9 quarters since.
Measured Wealth Private Client Group's iShares Silver Trust position peaked at $854K in Q1 2026.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.