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

Modern 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	$1.16M	Buy	21,622 +8,594	+66%	+$570K	0.01%	486
2026 Q1	$888K	Sell	13,028 -1,752	-12%	-$133K	0.02%	441
2025 Q4	$952K	Buy	14,780 +1,801	+14%	+$90.2K	0.02%	410
2025 Q3	$550K	Buy	12,979 +4,226	+48%	+$152K	0.01%	490
2025 Q2	$287K	Buy	8,753 +1,144	+15%	+$35K	0.01%	620
2025 Q1	$236K	Buy	+7,609	New	+$221K	0.01%	597

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

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

Modern Wealth Management increased its iShares Silver Trust (SLV) stake by 66% in Q2 2026, buying an estimated $570K and bringing the position to 21,622 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #486.

Modern Wealth Management first reported a position in SLV in Q1 2025 and has held it in 6 quarters since. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Modern Wealth Management held 21,622 shares of iShares Silver Trust worth $1.16M as of Q2 2026.
Modern Wealth Management bought 8,594 iShares Silver Trust shares in Q2 2026, an estimated $570K.
iShares Silver Trust made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #486 holding.
Modern Wealth Management first reported a position in iShares Silver Trust in Q1 2025 and has held it in 6 quarters since.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

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