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

Norris 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	$241K	Sell	4,499 -1,511	-25%	-$100K	0.1%	69
2026 Q1	$410K	Sell	6,010 -1,631	-21%	-$124K	0.13%	66
2025 Q4	$492K	Sell	7,641 -1,485	-16%	-$74.3K	0.17%	65
2025 Q3	$387K	Buy	+9,126	New	+$328K	0.14%	69
2025 Q2	–	Sell	-10,444	Closed	-$324K	–	96
2025 Q1	$324K	Sell	10,444 -46,325	-82%	-$1.35M	0.15%	68
2024 Q4	$1.49M	Sell	56,769 -6,505	-10%	-$186K	0.7%	39
2024 Q3	$1.8M	Buy	63,274 +10,349	+20%	+$278K	0.88%	31
2024 Q2	$1.41M	Buy	+52,925	New	+$1.39M	0.73%	38
2024 Q1	–	Sell	-12,094	Closed	-$263K	–	79
2023 Q4	$263K	Sell	12,094 -3,569	-23%	-$76K	0.16%	58
2023 Q3	$319K	Sell	15,663 -55,513	-78%	-$1.2M	0.22%	49
2023 Q2	$1.49M	Buy	71,176 +35,017	+97%	+$778K	1.03%	34
2023 Q1	$800K	Buy	36,159 +1,292	+4%	+$26.8K	0.59%	38
2022 Q4	$768K	Buy	34,867 +6,604	+23%	+$129K	0.65%	36
2022 Q3	$495K	Buy	28,263 +479	+2%	+$8.49K	0.45%	43
2022 Q2	$518K	Buy	27,784 +15,212	+121%	+$317K	0.42%	42
2022 Q1	$288K	Buy	+12,572	New	+$279K	0.17%	64
2021 Q1	–	Sell	-18,582	Closed	-$457K	–	93
2020 Q4	$457K	Sell	18,582 -148,331	-89%	-$3.37M	0.36%	45
2020 Q3	$3.61M	Buy	+166,913	New	+$3.79M	3.06%	6

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

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

Norris Financial Group reduced its iShares Silver Trust (SLV) stake by 25% in Q2 2026, selling an estimated $100K and leaving 4,499 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #69.

Norris Financial Group first reported a position in SLV in Q3 2020 and has held it in 18 quarters since. The position peaked at $3.61M in Q3 2020. 1,414 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Norris Financial Group held 4,499 shares of iShares Silver Trust worth $241K as of Q2 2026.
Norris Financial Group sold 1,511 iShares Silver Trust shares in Q2 2026, an estimated $100K.
iShares Silver Trust made up 0.1% of Norris Financial Group's portfolio in Q2 2026, its #69 holding.
Norris Financial Group first reported a position in iShares Silver Trust in Q3 2020 and has held it in 18 quarters since.
Norris Financial Group's iShares Silver Trust position peaked at $3.61M in Q3 2020.
1,414 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.