Mezzasalma Advisors’s iShares Silver Trust SLV Stock Holding History

Mezzasalma 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	$2.15M	Sell	40,223 -69	-0.2%	-$4.58K	0.43%	51
2026 Q1	$2.75M	Sell	40,292 -6,860	-15%	-$521K	0.7%	37
2025 Q4	$3.09M	Sell	47,152 -1,445	-3%	-$72.3K	0.74%	36
2025 Q3	$2.06M	Sell	48,597 -985	-2%	-$35.4K	0.53%	44
2025 Q2	$1.63M	Buy	49,582 +32	+0.1%	+$979	0.49%	39
2025 Q1	$1.54M	Buy	49,550 +4,200	+9%	+$122K	0.53%	39
2024 Q4	$1.19M	Buy	+45,350	New	+$1.3M	0.39%	42

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

Mezzasalma Advisors's SLV Position: Q2 2026 in Review

Mezzasalma Advisors reduced its iShares Silver Trust (SLV) stake by 0.17% in Q2 2026, selling an estimated $4.58K and leaving 40,223 shares worth $2.15M. The position accounts for 0.43% of the portfolio, ranked #51.

Mezzasalma Advisors first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.09M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Mezzasalma Advisors held 40,223 shares of iShares Silver Trust worth $2.15M as of Q2 2026.
Mezzasalma Advisors sold 69 iShares Silver Trust shares in Q2 2026, an estimated $4.58K.
iShares Silver Trust made up 0.43% of Mezzasalma Advisors's portfolio in Q2 2026, its #51 holding.
Mezzasalma Advisors first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
Mezzasalma Advisors's iShares Silver Trust position peaked at $3.09M in Q4 2025.
1,411 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.