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

MY 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	–	Sell	-136,392	Closed	-$4.23M	–	49
2026 Q1	$4.23M	Buy	+136,392	New	+$10.4M	4.09%	10
2025 Q2	–	Sell	-136,392	Closed	-$4.22M	–	32
2025 Q1	$4.22M	Sell	136,392 -49,726	-27%	-$1.44M	4.09%	10
2024 Q4	$4.9M	Sell	186,118 -99,422	-35%	-$2.84M	4.89%	9
2024 Q3	$8.11M	Buy	285,540 +88,157	+45%	+$2.37M	8.23%	4
2024 Q2	$5.24M	Sell	197,383 -2,478	-1%	-$65.2K	5.97%	6
2024 Q1	$4.55M	Sell	199,861 -67,975	-25%	-$1.45M	5.02%	10
2023 Q4	$5.83M	Sell	267,836 -5,564	-2%	-$118K	5.49%	6
2023 Q3	$5.56M	Sell	273,400 -2,061	-0.7%	-$44.5K	5.53%	6
2023 Q2	$5.75M	Buy	275,461 +131,082	+91%	+$2.91M	5.25%	6
2023 Q1	$3.19M	Buy	+144,379	New	+$2.99M	3.2%	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

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

MY Wealth Management sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 136,392 shares — an estimated $4.23M sold.

MY Wealth Management first reported a position in SLV in Q1 2023 and held it in 10 quarters. The position peaked at $8.11M in Q3 2024. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

MY Wealth Management reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
MY Wealth Management sold 136,392 iShares Silver Trust shares in Q2 2026, an estimated $4.23M.
MY Wealth Management first reported a position in iShares Silver Trust in Q1 2023 and held it in 10 quarters.
MY Wealth Management's iShares Silver Trust position peaked at $8.11M in Q3 2024.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

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