Triad Wealth Partners’s iShares Silver Trust SLV Stock Holding History

Triad Wealth Partners’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	$437K	Sell	8,327 -1,121	-12%	-$74.3K	0.03%	352
2026 Q1	$644K	Sell	9,448 -527	-5%	-$40K	0.05%	232
2025 Q4	$643K	Buy	9,975 +4,001	+67%	+$200K	0.06%	213
2025 Q3	$253K	Buy	+5,974	New	+$215K	0.03%	321
2024 Q3	–	Sell	-1,100	Closed	-$29.2K	–	760
2024 Q2	$29.2K	Buy	+1,100	New	+$28.9K	0.02%	296

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

Triad Wealth Partners's SLV Position: Q2 2026 in Review

Triad Wealth Partners reduced its iShares Silver Trust (SLV) stake by 12% in Q2 2026, selling an estimated $74.3K and leaving 8,327 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #352.

Triad Wealth Partners first reported a position in SLV in Q2 2024 and has held it in 5 quarters since. The position peaked at $644K in Q1 2026. 1,422 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Triad Wealth Partners held 8,327 shares of iShares Silver Trust worth $437K as of Q2 2026.
Triad Wealth Partners sold 1,121 iShares Silver Trust shares in Q2 2026, an estimated $74.3K.
iShares Silver Trust made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #352 holding.
Triad Wealth Partners first reported a position in iShares Silver Trust in Q2 2024 and has held it in 5 quarters since.
Triad Wealth Partners's iShares Silver Trust position peaked at $644K in Q1 2026.
1,422 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.