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Tandem Financial’s iShares Silver Trust SLV Stock Holding History

Tandem 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 		– Sell
-4,034
Closed -$275K – 103
2026
Q1 		$275K Buy
+4,034
New +$307K 0.09% 85
2025
Q1 		– Sell
-4,154
Closed -$109K – 73
2024
Q4 		$109K Buy
+4,154
New +$119K 0.12% 60

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

Tandem Financial's SLV Position: Q2 2026 in Review

Tandem Financial sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 4,034 shares — an estimated $275K sold.

Tandem Financial first reported a position in SLV in Q4 2024 and held it in 2 quarters. The position peaked at $275K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Tandem Financial reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
  • Tandem Financial sold 4,034 iShares Silver Trust shares in Q2 2026, an estimated $275K.
  • Tandem Financial first reported a position in iShares Silver Trust in Q4 2024 and held it in 2 quarters.
  • Tandem Financial's iShares Silver Trust position peaked at $275K in Q1 2026.
  • 1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.