Mustico Financial Group’s iShares Silver Trust SLV Stock Holding History

Mustico Financial Group’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	$2.91M	Sell	55,290 -518	-0.9%	-$34.3K	1.89%	9
2026 Q1	$3.84M	Buy	55,808 +1,010	+2%	+$76.7K	2.68%	9
2025 Q4	$3.92M	Buy	54,798 +5,480	+11%	+$274K	3.03%	9
2025 Q3	$1.89M	Buy	49,318 +3,581	+8%	+$129K	1.92%	11
2025 Q2	$1.57M	Buy	+45,737	New	+$1.4M	1.45%	13

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

Mustico Financial Group's SLV Position: Q2 2026 in Review

Mustico Financial Group reduced its iShares Silver Trust (SLV) stake by 0.93% in Q2 2026, selling an estimated $34.3K and leaving 55,290 shares worth $2.91M. The position accounts for 1.89% of the portfolio, ranked #9.

Mustico Financial Group first reported a position in SLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.92M in Q4 2025. 1,422 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Mustico Financial Group held 55,290 shares of iShares Silver Trust worth $2.91M as of Q2 2026.
Mustico Financial Group sold 518 iShares Silver Trust shares in Q2 2026, an estimated $34.3K.
iShares Silver Trust made up 1.89% of Mustico Financial Group's portfolio in Q2 2026, its #9 holding.
Mustico Financial Group first reported a position in iShares Silver Trust in Q2 2025 and has held it in 5 quarters since.
Mustico Financial Group's iShares Silver Trust position peaked at $3.92M in Q4 2025.
1,422 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Mustico Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.