OWP
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ORG Wealth Partners’s iShares Silver Trust SLV Stock Holding History

ORG Wealth Partners’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 		$3.74K Hold
70
– – ﹤0.01% 604
2026
Q1 		$4.77K Hold
70
– – ﹤0.01% 554
2025
Q4 		$4.51K Hold
70
– – ﹤0.01% 525
2025
Q3 		$2.96K Hold
70
– – ﹤0.01% 555
2025
Q2 		$2.29K Sell
70
-2,824
-98% -$86.4K ﹤0.01% 594
2025
Q1 		$88.6K Buy
+2,894
New +$84.1K 0.03% 296

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

ORG Wealth Partners's SLV Position: Q2 2026 in Review

ORG Wealth Partners held its iShares Silver Trust (SLV) position steady in Q2 2026 at 70 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

ORG Wealth Partners first reported a position in SLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $88.6K in Q1 2025. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • ORG Wealth Partners held 70 shares of iShares Silver Trust worth $3.74K as of Q2 2026.
  • ORG Wealth Partners left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #604 holding.
  • ORG Wealth Partners first reported a position in iShares Silver Trust in Q1 2025 and has held it in 6 quarters since.
  • ORG Wealth Partners's iShares Silver Trust position peaked at $88.6K in Q1 2025.
  • 1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.