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Strait & Sound Wealth Management’s iShares Silver Trust SLV Stock Holding History

Strait & Sound 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 		– Sell
-1,200
Closed -$81.8K – 186
2026
Q1 		$81.8K Buy
+1,200
New +$91.2K 0.03% 169

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Strait & Sound Wealth Management's SLV Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its iShares Silver Trust (SLV) stake by 5.4% in Q2 2026, buying an estimated $13.3K and bringing the position to 3,877 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #153.

Strait & Sound Wealth Management first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $251K in Q1 2026. 1,414 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Strait & Sound Wealth Management held 3,877 shares of iShares Silver Trust worth $207K as of Q2 2026.
  • Strait & Sound Wealth Management bought 200 iShares Silver Trust shares in Q2 2026, an estimated $13.3K.
  • iShares Silver Trust made up 0.07% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Strait & Sound Wealth Management first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • Strait & Sound Wealth Management's iShares Silver Trust position peaked at $251K in Q1 2026.
  • 1,414 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.