Perfromance Wealth Partners’s iShares Silver Trust SLV Stock Holding History

Perfromance 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	$694K	Sell	12,977 -77	-0.6%	-$5.11K	0.02%	116
2026 Q1	$890K	Buy	13,054 +957	+8%	+$72.7K	0.03%	89
2025 Q4	$779K	Buy	12,097 +17	+0.1%	+$851	0.02%	90
2025 Q3	$512K	Hold	12,080	–	–	0.01%	114
2025 Q2	$396K	Hold	12,080	–	–	0.01%	130
2025 Q1	$374K	Hold	12,080	–	–	0.01%	119
2024 Q4	$318K	Hold	12,080	–	–	0.01%	127
2024 Q3	$343K	Buy	12,080 +544	+5%	+$14.6K	0.01%	128
2024 Q2	$307K	Hold	11,536	–	–	0.01%	121
2024 Q1	$262K	Buy	+11,536	New	+$246K	0.01%	132

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

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

Perfromance Wealth Partners reduced its iShares Silver Trust (SLV) stake by 0.59% in Q2 2026, selling an estimated $5.11K and leaving 12,977 shares worth $694K. The position accounts for 0.02% of the portfolio, ranked #116.

Perfromance Wealth Partners first reported a position in SLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $890K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Perfromance Wealth Partners held 12,977 shares of iShares Silver Trust worth $694K as of Q2 2026.
Perfromance Wealth Partners sold 77 iShares Silver Trust shares in Q2 2026, an estimated $5.11K.
iShares Silver Trust made up 0.02% of Perfromance Wealth Partners's portfolio in Q2 2026, its #116 holding.
Perfromance Wealth Partners first reported a position in iShares Silver Trust in Q1 2024 and has held it in 10 quarters since.
Perfromance Wealth Partners's iShares Silver Trust position peaked at $890K in Q1 2026.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.