Meridian Wealth Management’s iShares Silver Trust SLV Stock Holding History

Meridian 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	$10.7M	Sell	200,770 -4,478	-2%	-$297K	0.33%	58
2026 Q1	$14M	Buy	205,248 +23,690	+13%	+$1.8M	0.49%	42
2025 Q4	$11.7M	Sell	181,558 -9,444	-5%	-$473K	0.41%	52
2025 Q3	$8.09M	Sell	191,002 -897	-0.5%	-$32.2K	0.31%	65
2025 Q2	$6.3M	Sell	191,899 -691	-0.4%	-$21.1K	0.27%	84
2025 Q1	$5.97M	Buy	192,590 +1,317	+0.7%	+$38.3K	0.29%	80
2024 Q4	$5.04M	Buy	191,273 +13,588	+8%	+$388K	0.24%	92
2024 Q3	$5.05M	Buy	177,685 +378	+0.2%	+$10.2K	0.25%	88
2024 Q2	$4.71M	Buy	+177,307	New	+$4.66M	0.56%	41
2024 Q1	–	Sell	-136,917	Closed	-$2.98M	–	469
2023 Q4	$2.98M	Buy	136,917 +22,503	+20%	+$479K	0.19%	123
2023 Q3	$2.33M	Sell	114,414 -8,199	-7%	-$177K	0.14%	139
2023 Q2	$2.56M	Buy	122,613 +82,367	+205%	+$1.83M	0.22%	97
2023 Q1	$890K	Buy	+40,246	New	+$834K	0.08%	223
2022 Q2	–	Sell	-9,350	Closed	-$214K	–	576
2022 Q1	$214K	Sell	9,350 -1,120	-11%	-$24.9K	0.02%	369
2021 Q4	$225K	Buy	+10,470	New	+$226K	0.02%	371
2021 Q3	–	Sell	-19,020	Closed	-$461K	–	404
2021 Q2	$461K	Hold	19,020	–	–	0.06%	239
2021 Q1	$432K	Sell	19,020 -4,766	-20%	-$116K	0.06%	232
2020 Q4	$584K	Buy	23,786 +3,270	+16%	+$74.4K	0.09%	172
2020 Q3	$443K	Buy	+20,516	New	+$466K	0.11%	150
2019 Q3	–	Sell	-1,500	Closed	-$21.5K	–	436
2019 Q2	$21.5K	Buy	+1,500	New	+$20.9K	0.01%	531

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

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

Meridian Wealth Management reduced its iShares Silver Trust (SLV) stake by 2.2% in Q2 2026, selling an estimated $297K and leaving 200,770 shares worth $10.7M. The position accounts for 0.33% of the portfolio, ranked #58.

Meridian Wealth Management first reported a position in SLV in Q2 2019 and has held it in 20 quarters since. The position peaked at $14M in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Meridian Wealth Management held 200,770 shares of iShares Silver Trust worth $10.7M as of Q2 2026.
Meridian Wealth Management sold 4,478 iShares Silver Trust shares in Q2 2026, an estimated $297K.
iShares Silver Trust made up 0.33% of Meridian Wealth Management's portfolio in Q2 2026, its #58 holding.
Meridian Wealth Management first reported a position in iShares Silver Trust in Q2 2019 and has held it in 20 quarters since.
Meridian Wealth Management's iShares Silver Trust position peaked at $14M in Q1 2026.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.