Portside Wealth Group’s iShares Silver Trust SLV Stock Holding History

Portside Wealth 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	$292K	Buy	5,457 +207	+4%	+$13.7K	0.03%	404
2026 Q1	$358K	Sell	5,250 -2,599	-33%	-$197K	0.05%	332
2025 Q4	$506K	Buy	7,849 +2,410	+44%	+$121K	0.07%	259
2025 Q3	$230K	Buy	+5,439	New	+$195K	0.03%	437
2023 Q3	–	Sell	-11,377	Closed	-$238K	–	381
2023 Q2	$238K	Buy	+11,377	New	+$253K	0.04%	294

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

Portside Wealth Group's SLV Position: Q2 2026 in Review

Portside Wealth Group increased its iShares Silver Trust (SLV) stake by 3.9% in Q2 2026, buying an estimated $13.7K and bringing the position to 5,457 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #404.

Portside Wealth Group first reported a position in SLV in Q2 2023 and has held it in 5 quarters since. The position peaked at $506K in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Portside Wealth Group held 5,457 shares of iShares Silver Trust worth $292K as of Q2 2026.
Portside Wealth Group bought 207 iShares Silver Trust shares in Q2 2026, an estimated $13.7K.
iShares Silver Trust made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #404 holding.
Portside Wealth Group first reported a position in iShares Silver Trust in Q2 2023 and has held it in 5 quarters since.
Portside Wealth Group's iShares Silver Trust position peaked at $506K in Q4 2025.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.