Teamwork Financial Advisors’s iShares Silver Trust SLV Stock Holding History

Teamwork Financial Advisors’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	$231K	Sell	4,311 -70	-2%	-$4.64K	0.02%	180
2026 Q1	$299K	Buy	+4,381	New	+$333K	0.03%	181
2021 Q2	–	Sell	-10,359	Closed	-$235K	–	258
2021 Q1	$235K	Buy	+10,359	New	+$252K	0.06%	212
2020 Q4	–	Sell	-40,225	Closed	-$870K	–	206
2020 Q3	$870K	Buy	+40,225	New	+$914K	0.27%	81

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

Teamwork Financial Advisors's SLV Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its iShares Silver Trust (SLV) stake by 1.6% in Q2 2026, selling an estimated $4.64K and leaving 4,311 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #180.

Teamwork Financial Advisors first reported a position in SLV in Q3 2020 and has held it in 4 quarters since. The position peaked at $870K in Q3 2020. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Teamwork Financial Advisors held 4,311 shares of iShares Silver Trust worth $231K as of Q2 2026.
Teamwork Financial Advisors sold 70 iShares Silver Trust shares in Q2 2026, an estimated $4.64K.
iShares Silver Trust made up 0.02% of Teamwork Financial Advisors's portfolio in Q2 2026, its #180 holding.
Teamwork Financial Advisors first reported a position in iShares Silver Trust in Q3 2020 and has held it in 4 quarters since.
Teamwork Financial Advisors's iShares Silver Trust position peaked at $870K in Q3 2020.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.