Strategic Investment Solutions’s iShares Silver Trust SLV Stock Holding History

Strategic Investment Solutions’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	$4.56M	Sell	85,327 -22,999	-21%	-$1.52M	1.04%	23
2026 Q1	$7.38M	Sell	108,326 -7,451	-6%	-$566K	1.78%	13
2025 Q4	$7.36M	Buy	115,777 +7,327	+7%	+$367K	1.77%	12
2025 Q3	$4.6M	Buy	108,450 +56,235	+108%	+$2.02M	1.22%	19
2025 Q2	$1.71M	Buy	52,215 +20,875	+67%	+$638K	0.52%	42
2025 Q1	$971K	Buy	31,340 +1,245	+4%	+$36.2K	0.28%	52
2024 Q4	$770K	Buy	30,095 +413	+1%	+$11.8K	0.26%	54
2024 Q3	$843K	Buy	29,682 +20,779	+233%	+$558K	0.25%	56
2024 Q2	$224K	Buy	+8,903	New	+$234K	0.07%	91
2023 Q4	$433K	Sell	19,863 -221,381	-92%	-$4.71M	0.08%	117
2023 Q3	$5.2M	Buy	241,244 +238,341	+8,210%	+$5.15M	0.06%	139
2023 Q2	$63.7K	Sell	2,903 -9,857	-77%	-$219K	0.01%	272
2023 Q1	$282K	Buy	12,760 +508	+4%	+$10.5K	0.06%	145
2022 Q4	$264K	Buy	+12,252	New	+$240K	0.13%	77

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

Strategic Investment Solutions's SLV Position: Q2 2026 in Review

Strategic Investment Solutions reduced its iShares Silver Trust (SLV) stake by 21% in Q2 2026, selling an estimated $1.52M and leaving 85,327 shares worth $4.56M. The position accounts for 1.04% of the portfolio, ranked #23.

Strategic Investment Solutions first reported a position in SLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.38M in Q1 2026. 1,414 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Strategic Investment Solutions held 85,327 shares of iShares Silver Trust worth $4.56M as of Q2 2026.
Strategic Investment Solutions sold 22,999 iShares Silver Trust shares in Q2 2026, an estimated $1.52M.
iShares Silver Trust made up 1.04% of Strategic Investment Solutions's portfolio in Q2 2026, its #23 holding.
Strategic Investment Solutions first reported a position in iShares Silver Trust in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's iShares Silver Trust position peaked at $7.38M in Q1 2026.
1,414 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.