NRI
SLV icon

NFP Retirement Inc’s iShares Silver Trust SLV Stock Holding History

NFP Retirement Inc’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 		$1.71M Buy
32,386
+2,146
+7% +$142K 0.09% 116
2026
Q1 		$2.06M Sell
30,240
-7,491
-20% -$569K 0.12% 102
2025
Q4 		$2.43M Buy
37,731
+15,633
+71% +$783K 0.15% 89
2025
Q3 		$936K Buy
22,098
+4,878
+28% +$175K 0.06% 138
2025
Q2 		$565K Buy
+17,220
New +$527K 0.04% 184

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NFP Retirement Inc's SLV Position: Q2 2026 in Review

NFP Retirement Inc increased its iShares Silver Trust (SLV) stake by 7.1% in Q2 2026, buying an estimated $142K and bringing the position to 32,386 shares worth $1.71M. The position accounts for 0.09% of the portfolio, ranked #116.

NFP Retirement Inc first reported a position in SLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.43M in Q4 2025. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • NFP Retirement Inc held 32,386 shares of iShares Silver Trust worth $1.71M as of Q2 2026.
  • NFP Retirement Inc bought 2,146 iShares Silver Trust shares in Q2 2026, an estimated $142K.
  • iShares Silver Trust made up 0.09% of NFP Retirement Inc's portfolio in Q2 2026, its #116 holding.
  • NFP Retirement Inc first reported a position in iShares Silver Trust in Q2 2025 and has held it in 5 quarters since.
  • NFP Retirement Inc's iShares Silver Trust position peaked at $2.43M in Q4 2025.
  • 1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.