Nicholson Wealth Management Group’s iShares Silver Trust SLV Stock Holding History

Nicholson Wealth Management 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	$467K	Buy	8,731 +155	+2%	+$10.3K	0.28%	86
2026 Q1	$584K	Buy	8,576 +1,150	+15%	+$87.4K	0.34%	87
2025 Q4	$478K	Buy	7,426 +204	+3%	+$10.2K	0.28%	89
2025 Q3	$306K	Buy	7,222 +362	+5%	+$13K	0.18%	97
2025 Q2	$225K	Buy	+6,860	New	+$210K	0.14%	103

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

Nicholson Wealth Management Group's SLV Position: Q2 2026 in Review

Nicholson Wealth Management Group increased its iShares Silver Trust (SLV) stake by 1.8% in Q2 2026, buying an estimated $10.3K and bringing the position to 8,731 shares worth $467K. The position accounts for 0.28% of the portfolio, ranked #86.

Nicholson Wealth Management Group first reported a position in SLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $584K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Nicholson Wealth Management Group held 8,731 shares of iShares Silver Trust worth $467K as of Q2 2026.
Nicholson Wealth Management Group bought 155 iShares Silver Trust shares in Q2 2026, an estimated $10.3K.
iShares Silver Trust made up 0.28% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #86 holding.
Nicholson Wealth Management Group first reported a position in iShares Silver Trust in Q2 2025 and has held it in 5 quarters since.
Nicholson Wealth Management Group's iShares Silver Trust position peaked at $584K in Q1 2026.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.