Medallion Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Medallion Wealth Advisors’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	$138K	Buy	1,144 +492	+75%	+$32.6K	0.04%	295
2026 Q1	$44.4K	Buy	652 +478	+275%	+$36.3K	0.01%	495
2025 Q4	$11.2K	Hold	174	–	–	﹤0.01%	732
2025 Q3	$7.37K	Hold	174	–	–	﹤0.01%	799
2025 Q2	$5.7K	Hold	174	–	–	﹤0.01%	814
2025 Q1	$5.33K	Hold	174	–	–	﹤0.01%	781
2024 Q4	$4.58K	Buy	+174	New	+$4.97K	﹤0.01%	760

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

Medallion Wealth Advisors's SLV Position: Q2 2026 in Review

Medallion Wealth Advisors increased its iShares Silver Trust (SLV) stake by 75% in Q2 2026, buying an estimated $32.6K and bringing the position to 1,144 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #295.

Medallion Wealth Advisors first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. 1,423 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Medallion Wealth Advisors held 1,144 shares of iShares Silver Trust worth $138K as of Q2 2026.
Medallion Wealth Advisors bought 492 iShares Silver Trust shares in Q2 2026, an estimated $32.6K.
iShares Silver Trust made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #295 holding.
Medallion Wealth Advisors first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
1,423 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.