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

Trueblood 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	$294K	Hold	5,506	–	–	0.1%	208
2026 Q1	$375K	Sell	5,506 -3	-0.1%	-$228	0.15%	177
2025 Q4	$355K	Hold	5,509	–	–	0.14%	182
2025 Q3	$233K	Buy	+5,509	New	+$198K	0.09%	230
2024 Q3	–	Sell	-11,681	Closed	-$310K	–	234
2024 Q2	$310K	Hold	11,681	–	–	0.18%	157
2024 Q1	$266K	Sell	11,681 -10	-0.1%	-$214	0.15%	175
2023 Q4	$255K	Buy	+11,691	New	+$249K	0.16%	170

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

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

Trueblood Wealth Management held its iShares Silver Trust (SLV) position steady in Q2 2026 at 5,506 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #208.

Trueblood Wealth Management first reported a position in SLV in Q4 2023 and has held it in 7 quarters since. The position peaked at $375K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Trueblood Wealth Management held 5,506 shares of iShares Silver Trust worth $294K as of Q2 2026.
Trueblood Wealth Management left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.1% of Trueblood Wealth Management's portfolio in Q2 2026, its #208 holding.
Trueblood Wealth Management first reported a position in iShares Silver Trust in Q4 2023 and has held it in 7 quarters since.
Trueblood Wealth Management's iShares Silver Trust position peaked at $375K in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.