Principal Securities’s iShares Silver Trust SLV Stock Holding History

Principal Securities’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	$2.22M	Sell	41,547 -2,208	-5%	-$146K	0.03%	508
2026 Q1	$2.98M	Sell	43,755 -4,732	-10%	-$360K	0.04%	365
2025 Q4	$3.12M	Sell	48,487 -2,000	-4%	-$100K	0.05%	334
2025 Q3	$2.14M	Buy	50,487 +1,324	+3%	+$47.5K	0.04%	443
2025 Q2	$1.61M	Buy	49,163 +11,023	+29%	+$337K	0.03%	476
2025 Q1	$1M	Buy	38,140 +469	+1%	+$13.6K	0.02%	553
2024 Q4	$992K	Buy	37,671 +2,318	+7%	+$66.2K	0.02%	553
2024 Q3	$1M	Buy	35,353 +6,565	+23%	+$176K	0.02%	526
2024 Q2	$765K	Sell	28,788 -1,093	-4%	-$28.7K	0.02%	558
2024 Q1	$680K	Buy	29,881 +2,814	+10%	+$60.1K	0.02%	556
2023 Q4	$590K	Buy	+27,067	New	+$576K	0.02%	546

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

Principal Securities's SLV Position: Q2 2026 in Review

Principal Securities reduced its iShares Silver Trust (SLV) stake by 5% in Q2 2026, selling an estimated $146K and leaving 41,547 shares worth $2.22M. The position accounts for 0.03% of the portfolio, ranked #508.

Principal Securities first reported a position in SLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.12M in Q4 2025. 1,417 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Principal Securities held 41,547 shares of iShares Silver Trust worth $2.22M as of Q2 2026.
Principal Securities sold 2,208 iShares Silver Trust shares in Q2 2026, an estimated $146K.
iShares Silver Trust made up 0.03% of Principal Securities's portfolio in Q2 2026, its #508 holding.
Principal Securities first reported a position in iShares Silver Trust in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares Silver Trust position peaked at $3.12M in Q4 2025.
1,417 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.