Simplicity Wealth’s iShares Silver Trust SLV Stock Holding History

Simplicity Wealth’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	$910K	Sell	17,025 -2,257	-12%	-$150K	0.03%	453
2026 Q1	$1.31M	Buy	19,282 +2,572	+15%	+$195K	0.07%	245
2025 Q4	$1.08M	Buy	16,710 +3,985	+31%	+$199K	0.06%	264
2025 Q3	$539K	Sell	12,725 -4,265	-25%	-$153K	0.03%	423
2025 Q2	$557K	Buy	+16,990	New	+$520K	0.02%	432
2024 Q3	–	Sell	-1,363,798	Closed	-$36.2M	–	1084
2024 Q2	$36.2M	Sell	1,363,798 -270,624	-17%	-$7.12M	0.82%	19
2024 Q1	$31.5M	Buy	+1,634,422	New	+$34.9M	0.75%	21

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

Simplicity Wealth's SLV Position: Q2 2026 in Review

Simplicity Wealth reduced its iShares Silver Trust (SLV) stake by 12% in Q2 2026, selling an estimated $150K and leaving 17,025 shares worth $910K. The position accounts for 0.03% of the portfolio, ranked #453.

Simplicity Wealth first reported a position in SLV in Q1 2024 and has held it in 7 quarters since. The position peaked at $36.2M in Q2 2024. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Simplicity Wealth held 17,025 shares of iShares Silver Trust worth $910K as of Q2 2026.
Simplicity Wealth sold 2,257 iShares Silver Trust shares in Q2 2026, an estimated $150K.
iShares Silver Trust made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #453 holding.
Simplicity Wealth first reported a position in iShares Silver Trust in Q1 2024 and has held it in 7 quarters since.
Simplicity Wealth's iShares Silver Trust position peaked at $36.2M in Q2 2024.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.