MPWM Advisory Solutions’s iShares Silver Trust SLV Stock Holding History

MPWM Advisory Solutions’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	$114K	Sell	2,125 -975	-31%	-$64.6K	0.05%	144
2026 Q1	$211K	Buy	3,100 +1,100	+55%	+$83.6K	0.11%	98
2025 Q4	$129K	Hold	2,000	–	–	0.07%	115
2025 Q3	$84.7K	Sell	2,000 -200	-9%	-$7.18K	0.05%	127
2025 Q2	$72.2K	Hold	2,200	–	–	0.05%	134
2025 Q1	$68.2K	Sell	2,200 -40	-2%	-$1.16K	0.05%	121
2024 Q4	$59K	Buy	+2,240	New	+$64K	0.04%	140

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

MPWM Advisory Solutions's SLV Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its iShares Silver Trust (SLV) stake by 31% in Q2 2026, selling an estimated $64.6K and leaving 2,125 shares worth $114K. The position accounts for 0.05% of the portfolio, ranked #144.

MPWM Advisory Solutions first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $211K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

MPWM Advisory Solutions held 2,125 shares of iShares Silver Trust worth $114K as of Q2 2026.
MPWM Advisory Solutions sold 975 iShares Silver Trust shares in Q2 2026, an estimated $64.6K.
iShares Silver Trust made up 0.05% of MPWM Advisory Solutions's portfolio in Q2 2026, its #144 holding.
MPWM Advisory Solutions first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's iShares Silver Trust position peaked at $211K in Q1 2026.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.