Total Clarity Wealth Management’s iShares Silver Trust SLV Stock Holding History

Total Clarity Wealth Management’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	$554K	Sell	10,360 -138	-1%	-$9.15K	0.11%	194
2026 Q1	$715K	Sell	10,498 -4,435	-30%	-$337K	0.17%	145
2025 Q4	$962K	Buy	14,933 +1,121	+8%	+$56.1K	0.23%	109
2025 Q3	$585K	Buy	13,812 +1,349	+11%	+$48.4K	0.16%	156
2025 Q2	$409K	Buy	12,463 +3,093	+33%	+$94.6K	0.12%	181
2025 Q1	$247K	Hold	9,370	–	–	0.08%	221
2024 Q4	$247K	Buy	9,370 +175	+2%	+$5K	0.08%	222
2024 Q3	$261K	Sell	9,195 -275	-3%	-$7.39K	0.08%	214
2024 Q2	$252K	Sell	9,470 -1,175	-11%	-$30.9K	0.09%	211
2024 Q1	$242K	Buy	+10,645	New	+$227K	0.08%	234
2022 Q3	–	Sell	-3,100	Closed	-$58K	–	847
2022 Q2	$58K	Buy	+3,100	New	+$64.6K	0.03%	391
2022 Q1	–	Sell	-600	Closed	-$13K	–	786
2021 Q4	$13K	Hold	600	–	–	0.01%	642
2021 Q3	$12K	Buy	+600	New	+$13.5K	0.01%	639
2021 Q2	–	Sell	-27,565	Closed	-$626K	–	644
2021 Q1	$626K	Buy	+27,565	New	+$671K	0.36%	66
2020 Q1	–	Sell	-250	Closed	-$4K	–	526
2019 Q4	$4K	Buy	+250	New	+$4.05K	﹤0.01%	616

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

Total Clarity Wealth Management's SLV Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its iShares Silver Trust (SLV) stake by 1.3% in Q2 2026, selling an estimated $9.15K and leaving 10,360 shares worth $554K. The position accounts for 0.11% of the portfolio, ranked #194.

Total Clarity Wealth Management first reported a position in SLV in Q4 2019 and has held it in 15 quarters since. The position peaked at $962K in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Total Clarity Wealth Management held 10,360 shares of iShares Silver Trust worth $554K as of Q2 2026.
Total Clarity Wealth Management sold 138 iShares Silver Trust shares in Q2 2026, an estimated $9.15K.
iShares Silver Trust made up 0.11% of Total Clarity Wealth Management's portfolio in Q2 2026, its #194 holding.
Total Clarity Wealth Management first reported a position in iShares Silver Trust in Q4 2019 and has held it in 15 quarters since.
Total Clarity Wealth Management's iShares Silver Trust position peaked at $962K in Q4 2025.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.