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Pension & Wealth Management Advisors’s iShares Silver Trust SLV Stock Holding History

Pension & Wealth Management Advisors’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 		$53.5K Buy
+1,000
New +$66.3K 0.01% 314
2024
Q3 		– Sell
-2,555
Closed -$67.9K – 413
2024
Q2 		$67.9K Buy
+2,555
New +$67.2K 0.04% 181

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pension & Wealth Management Advisors's SLV Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in iShares Silver Trust (SLV) in Q2 2026: 1,000 shares worth $53.5K. The stake represents 0.01% of the portfolio and ranks #314 among its holdings. This is a return to the name: Pension & Wealth Management Advisors previously reported a position in SLV as recently as Q2 2024.

Pension & Wealth Management Advisors first reported a position in SLV in Q2 2024 and has held it in 2 quarters since. The position peaked at $67.9K in Q2 2024. 1,358 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Pension & Wealth Management Advisors held 1,000 shares of iShares Silver Trust worth $53.5K as of Q2 2026.
  • iShares Silver Trust was a new Pension & Wealth Management Advisors position in Q2 2026.
  • iShares Silver Trust made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #314 holding.
  • Pension & Wealth Management Advisors first reported a position in iShares Silver Trust in Q2 2024 and has held it in 2 quarters since.
  • Pension & Wealth Management Advisors's iShares Silver Trust position peaked at $67.9K in Q2 2024.
  • 1,358 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

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