Pinnacle Family Advisors’s iShares Silver Trust SLV Stock Holding History

Pinnacle Family 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	$1.27M	Buy	23,721 +1,315	+6%	+$87.2K	0.53%	38
2026 Q1	$1.53M	Sell	22,406 -2,957	-12%	-$225K	0.72%	30
2025 Q4	$1.63M	Buy	25,363 +13,258	+110%	+$664K	0.72%	29
2025 Q3	$513K	Buy	+12,105	New	+$435K	0.22%	71

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

Pinnacle Family Advisors's SLV Position: Q2 2026 in Review

Pinnacle Family Advisors increased its iShares Silver Trust (SLV) stake by 5.9% in Q2 2026, buying an estimated $87.2K and bringing the position to 23,721 shares worth $1.27M. The position accounts for 0.53% of the portfolio, ranked #38.

Pinnacle Family Advisors first reported a position in SLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.63M in Q4 2025. 1,417 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Pinnacle Family Advisors held 23,721 shares of iShares Silver Trust worth $1.27M as of Q2 2026.
Pinnacle Family Advisors bought 1,315 iShares Silver Trust shares in Q2 2026, an estimated $87.2K.
iShares Silver Trust made up 0.53% of Pinnacle Family Advisors's portfolio in Q2 2026, its #38 holding.
Pinnacle Family Advisors first reported a position in iShares Silver Trust in Q3 2025 and has held it in 4 quarters since.
Pinnacle Family Advisors's iShares Silver Trust position peaked at $1.63M in Q4 2025.
1,417 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.