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Strategic Wealth Partners’s iShares Silver Trust SLV Stock Holding History

Strategic Wealth Partners’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 		$296K Sell
5,528
-144
-3% -$9.55K 0.02% 259
2026
Q1 		$387K Buy
5,672
+615
+12% +$46.7K 0.03% 222
2025
Q4 		$326K Buy
5,057
+1,834
+57% +$91.8K 0.02% 252
2025
Q3 		$137K Buy
3,223
+117
+4% +$4.2K 0.01% 394
2025
Q2 		$102K Buy
+3,106
New +$95K 0.01% 390
2023
Q4 		– Sell
-16,087
Closed -$327K – 299
2023
Q3 		$327K Sell
16,087
-2,890
-15% -$62.5K 0.04% 235
2023
Q2 		$396K Buy
18,977
+2,914
+18% +$64.8K 0.05% 220
2023
Q1 		$355K Buy
16,063
+341
+2% +$7.06K 0.05% 202
2022
Q4 		$346K Sell
15,722
-962
-6% -$18.8K 0.06% 198
2022
Q3 		$292K Buy
16,684
+832
+5% +$14.7K 0.06% 223
2022
Q2 		$295K Buy
15,852
+204
+1% +$4.25K 0.06% 200
2022
Q1 		$358K Sell
15,648
-805
-5% -$17.9K 0.07% 198
2021
Q4 		$354K Buy
+16,453
New +$355K 0.07% 220
2019
Q1 		– Sell
-27
Closed – – 810
2018
Q4 		$0 Buy
+27
New +$369 ﹤0.01% 707
2018
Q2 		– Sell
-343
Closed -$5K – 821
2018
Q1 		$5K Hold
343
– – ﹤0.01% 644
2017
Q4 		$6K Buy
+343
New +$5.41K ﹤0.01% 588

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

Strategic Wealth Partners's SLV Position: Q2 2026 in Review

Strategic Wealth Partners reduced its iShares Silver Trust (SLV) stake by 2.5% in Q2 2026, selling an estimated $9.55K and leaving 5,528 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #259.

Strategic Wealth Partners first reported a position in SLV in Q4 2017 and has held it in 16 quarters since. The position peaked at $396K in Q2 2023. 1,422 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Strategic Wealth Partners held 5,528 shares of iShares Silver Trust worth $296K as of Q2 2026.
  • Strategic Wealth Partners sold 144 iShares Silver Trust shares in Q2 2026, an estimated $9.55K.
  • iShares Silver Trust made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #259 holding.
  • Strategic Wealth Partners first reported a position in iShares Silver Trust in Q4 2017 and has held it in 16 quarters since.
  • Strategic Wealth Partners's iShares Silver Trust position peaked at $396K in Q2 2023.
  • 1,422 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.