Spire Wealth Management’s iShares Silver Trust SLV Stock Holding History

Spire Wealth 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	$768K	Sell	14,354 -32,634	-69%	-$2.16M	0.02%	449
2026 Q1	$3.2M	Buy	46,988 +23,039	+96%	+$1.75M	0.11%	172
2025 Q4	$1.54M	Buy	23,949 +11,489	+92%	+$575K	0.05%	311
2025 Q3	$528K	Sell	12,460 -1,122	-8%	-$40.3K	0.02%	512
2025 Q2	$446K	Sell	13,582 -99,530	-88%	-$3.04M	0.02%	537
2025 Q1	$3.51M	Buy	113,112 +88,299	+356%	+$2.57M	0.11%	162
2024 Q4	$653K	Buy	24,813 +4,862	+24%	+$139K	0.02%	493
2024 Q3	$567K	Buy	19,951 +994	+5%	+$26.7K	0.02%	489
2024 Q2	$504K	Buy	18,957 +2,621	+16%	+$68.9K	0.02%	485
2024 Q1	$372K	Sell	16,336 -825	-5%	-$17.6K	0.01%	597
2023 Q4	$355K	Sell	17,161 -91,348	-84%	-$1.94M	0.01%	598
2023 Q3	$2.21M	Sell	108,509 -8,271	-7%	-$179K	0.08%	206
2023 Q2	$2.44M	Sell	116,780 -8,050	-6%	-$179K	0.09%	207
2023 Q1	$2.76M	Buy	124,830 +29,659	+31%	+$614K	0.11%	184
2022 Q4	$2.1M	Sell	95,171 -6,375	-6%	-$125K	0.12%	152
2022 Q3	$1.78M	Sell	101,546 -15,898	-14%	-$282K	0.11%	142
2022 Q2	$2.19M	Sell	117,444 -63,678	-35%	-$1.33M	0.09%	198
2022 Q1	$4.14M	Buy	181,122 +40,083	+28%	+$891K	0.11%	173
2021 Q4	$3.03M	Buy	141,039 +87,145	+162%	+$1.88M	0.07%	243
2021 Q3	$1.11M	Sell	53,894 -303	-0.6%	-$6.81K	0.03%	390
2021 Q2	$1.31M	Sell	54,197 -31,560	-37%	-$782K	0.04%	361
2021 Q1	$1.96M	Buy	+85,757	New	+$2.09M	0.05%	285

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

Spire Wealth Management's SLV Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Silver Trust (SLV) stake by 69% in Q2 2026, selling an estimated $2.16M and leaving 14,354 shares worth $768K. The position accounts for 0.02% of the portfolio, ranked #449.

Spire Wealth Management first reported a position in SLV in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.14M in Q1 2022. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Spire Wealth Management held 14,354 shares of iShares Silver Trust worth $768K as of Q2 2026.
Spire Wealth Management sold 32,634 iShares Silver Trust shares in Q2 2026, an estimated $2.16M.
iShares Silver Trust made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #449 holding.
Spire Wealth Management first reported a position in iShares Silver Trust in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's iShares Silver Trust position peaked at $4.14M in Q1 2022.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

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