Symphony Financial’s iShares Silver Trust SLV Stock Holding History

Symphony Financial’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	$1.88M	Sell	35,679 -1,621	-4%	-$107K	0.21%	95
2026 Q1	$2.49M	Sell	37,300 -21,998	-37%	-$1.67M	0.33%	67
2025 Q4	$4.09M	Buy	59,298 +1,580	+3%	+$79.1K	0.55%	49
2025 Q3	$2.42M	Sell	57,718 -1,726	-3%	-$62K	0.29%	69
2025 Q2	$1.98M	Buy	+59,444	New	+$1.82M	0.26%	78

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

Symphony Financial's SLV Position: Q2 2026 in Review

Symphony Financial reduced its iShares Silver Trust (SLV) stake by 4.3% in Q2 2026, selling an estimated $107K and leaving 35,679 shares worth $1.88M. The position accounts for 0.21% of the portfolio, ranked #95.

Symphony Financial first reported a position in SLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.09M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Symphony Financial held 35,679 shares of iShares Silver Trust worth $1.88M as of Q2 2026.
Symphony Financial sold 1,621 iShares Silver Trust shares in Q2 2026, an estimated $107K.
iShares Silver Trust made up 0.21% of Symphony Financial's portfolio in Q2 2026, its #95 holding.
Symphony Financial first reported a position in iShares Silver Trust in Q2 2025 and has held it in 5 quarters since.
Symphony Financial's iShares Silver Trust position peaked at $4.09M in Q4 2025.
1,411 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.