Retirement Capital Strategies’s iShares Silver Trust SLV Stock Holding History

Retirement Capital Strategies’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	–	Sell	-22,333	Closed	-$1.52M	–	71
2026 Q1	$1.52M	Sell	22,333 -72,928	-77%	-$5.54M	0.58%	32
2025 Q4	$6.14M	Buy	+95,261	New	+$4.77M	2.28%	13

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

Retirement Capital Strategies's SLV Position: Q2 2026 in Review

Retirement Capital Strategies sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 22,333 shares — an estimated $1.52M sold.

Retirement Capital Strategies first reported a position in SLV in Q4 2025 and held it in 2 quarters. The position peaked at $6.14M in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Retirement Capital Strategies reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Retirement Capital Strategies sold 22,333 iShares Silver Trust shares in Q2 2026, an estimated $1.52M.
Retirement Capital Strategies first reported a position in iShares Silver Trust in Q4 2025 and held it in 2 quarters.
Retirement Capital Strategies's iShares Silver Trust position peaked at $6.14M in Q4 2025.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.