Tradition Wealth Management’s iShares Silver Trust SLV Stock Holding History

Tradition 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	$557K	Buy	10,413 +772	+8%	+$51.2K	0.03%	286
2026 Q1	$657K	Sell	9,641 -437	-4%	-$33.2K	0.05%	243
2025 Q4	$649K	Sell	10,078 -460	-4%	-$23K	0.05%	245
2025 Q3	$446K	Buy	10,538 +1,327	+14%	+$47.7K	0.03%	308
2025 Q2	$302K	Sell	9,211 -6,759	-42%	-$207K	0.02%	354
2025 Q1	$495K	Sell	15,970 -900	-5%	-$26.1K	0.04%	254
2024 Q4	$444K	Sell	16,870 -580	-3%	-$16.6K	0.04%	269
2024 Q3	$496K	Buy	17,450 +593	+4%	+$15.9K	0.04%	246
2024 Q2	$448K	Sell	16,857 -1,900	-10%	-$50K	0.04%	251
2024 Q1	$427K	Sell	18,757 -480	-2%	-$10.3K	0.04%	247
2023 Q4	$419K	Buy	19,237 +1,006	+6%	+$21.4K	0.04%	223
2023 Q3	$371K	Hold	18,231	–	–	0.04%	219
2023 Q2	$381K	Buy	18,231 +4,499	+33%	+$100K	0.04%	217
2023 Q1	$304K	Buy	13,732 +1,200	+10%	+$24.9K	0.04%	238
2022 Q4	$276K	Sell	12,532 -1,131	-8%	-$22.2K	0.04%	230
2022 Q3	$239K	Sell	13,663 -2,469	-15%	-$43.8K	0.04%	235
2022 Q2	$301K	Hold	16,132	–	–	0.04%	213
2022 Q1	$369K	Hold	16,132	–	–	0.05%	224
2021 Q4	$347K	Sell	16,132 -200	-1%	-$4.32K	0.04%	226
2021 Q3	$335K	Hold	16,332	–	–	0.05%	208
2021 Q2	$396K	Hold	16,332	–	–	0.06%	204
2021 Q1	$371K	Buy	16,332 +3,282	+25%	+$79.9K	0.06%	182
2020 Q4	$321K	Buy	+13,050	New	+$297K	0.06%	189

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

Tradition Wealth Management's SLV Position: Q2 2026 in Review

Tradition Wealth Management increased its iShares Silver Trust (SLV) stake by 8% in Q2 2026, buying an estimated $51.2K and bringing the position to 10,413 shares worth $557K. The position accounts for 0.03% of the portfolio, ranked #286.

Tradition Wealth Management first reported a position in SLV in Q4 2020 and has held it in 23 quarters since. The position peaked at $657K in Q1 2026. 1,423 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Tradition Wealth Management held 10,413 shares of iShares Silver Trust worth $557K as of Q2 2026.
Tradition Wealth Management bought 772 iShares Silver Trust shares in Q2 2026, an estimated $51.2K.
iShares Silver Trust made up 0.03% of Tradition Wealth Management's portfolio in Q2 2026, its #286 holding.
Tradition Wealth Management first reported a position in iShares Silver Trust in Q4 2020 and has held it in 23 quarters since.
Tradition Wealth Management's iShares Silver Trust position peaked at $657K in Q1 2026.
1,423 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.