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

Moulton 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	$1.18M	Sell	21,819 -2,175	-9%	-$144K	0.78%	28
2026 Q1	$1.58M	Buy	+23,994	New	+$1.82M	1.07%	27
2025 Q4	–	Sell	-45,618	Closed	-$1.93M	–	50
2025 Q3	$1.93M	Buy	+45,618	New	+$1.64M	1.41%	20

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

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

Moulton Wealth Management reduced its iShares Silver Trust (SLV) stake by 9.1% in Q2 2026, selling an estimated $144K and leaving 21,819 shares worth $1.18M. The position accounts for 0.78% of the portfolio, ranked #28.

Moulton Wealth Management first reported a position in SLV in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.93M in Q3 2025. 1,419 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Moulton Wealth Management held 21,819 shares of iShares Silver Trust worth $1.18M as of Q2 2026.
Moulton Wealth Management sold 2,175 iShares Silver Trust shares in Q2 2026, an estimated $144K.
iShares Silver Trust made up 0.78% of Moulton Wealth Management's portfolio in Q2 2026, its #28 holding.
Moulton Wealth Management first reported a position in iShares Silver Trust in Q3 2025 and has held it in 3 quarters since.
Moulton Wealth Management's iShares Silver Trust position peaked at $1.93M in Q3 2025.
1,419 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.