Secure Asset Management’s iShares Silver Trust SLV Stock Holding History

Secure Asset Management’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	$315K	Sell	5,884 -226	-4%	-$15K	0.04%	249
2026 Q1	$416K	Buy	6,110 +141	+2%	+$10.7K	0.07%	202
2025 Q4	$385K	Buy	5,969 +390	+7%	+$19.5K	0.06%	232
2025 Q3	$239K	Sell	5,579 -1,304	-19%	-$46.8K	0.04%	278
2025 Q2	$226K	Buy	6,883 +234	+4%	+$7.16K	0.04%	290
2025 Q1	$206K	Buy	+6,649	New	+$193K	0.04%	295
2023 Q2	–	Sell	-12,582	Closed	-$278K	–	200
2023 Q1	$278K	Buy	12,582 +8	+0.1%	+$166	0.09%	156
2022 Q4	$277K	Buy	12,574 +311	+3%	+$6.09K	0.1%	153
2022 Q3	$215K	Buy	12,263 +216	+2%	+$3.83K	0.12%	136
2022 Q2	$225K	Sell	12,047 -2	-0%	-$42	0.12%	140
2022 Q1	$276K	Buy	12,049 +1,309	+12%	+$29.1K	0.12%	147
2021 Q4	$231K	Hold	10,740	–	–	0.09%	180
2021 Q3	$220K	Hold	10,740	–	–	0.11%	162
2021 Q2	$260K	Buy	10,740 +845	+9%	+$20.9K	0.13%	151
2021 Q1	$225K	Sell	9,895 -482	-5%	-$11.7K	0.13%	158
2020 Q4	$255K	Buy	10,377 +506	+5%	+$11.5K	0.15%	127
2020 Q3	$214K	Buy	+9,871	New	+$224K	0.15%	128
2020 Q2	–	Sell	-10,075	Closed	-$131K	–	161
2020 Q1	$131K	Hold	10,075	–	–	0.14%	107
2019 Q4	$168K	Buy	+10,075	New	+$163K	0.12%	154

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

Secure Asset Management's SLV Position: Q2 2026 in Review

Secure Asset Management reduced its iShares Silver Trust (SLV) stake by 3.7% in Q2 2026, selling an estimated $15K and leaving 5,884 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #249.

Secure Asset Management first reported a position in SLV in Q4 2019 and has held it in 19 quarters since. The position peaked at $416K in Q1 2026. 1,414 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Secure Asset Management held 5,884 shares of iShares Silver Trust worth $315K as of Q2 2026.
Secure Asset Management sold 226 iShares Silver Trust shares in Q2 2026, an estimated $15K.
iShares Silver Trust made up 0.04% of Secure Asset Management's portfolio in Q2 2026, its #249 holding.
Secure Asset Management first reported a position in iShares Silver Trust in Q4 2019 and has held it in 19 quarters since.
Secure Asset Management's iShares Silver Trust position peaked at $416K in Q1 2026.
1,414 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.