Turtle Creek Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Turtle Creek Wealth 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	$327K	Hold	6,110	–	–	0.02%	351
2026 Q1	$416K	Sell	6,110 -3,390	-36%	-$258K	0.03%	263
2025 Q4	$612K	Buy	9,500 +4,000	+73%	+$200K	0.05%	212
2025 Q3	$233K	Buy	+5,500	New	+$198K	0.02%	328

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

Turtle Creek Wealth Advisors's SLV Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its iShares Silver Trust (SLV) position steady in Q2 2026 at 6,110 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #351.

Turtle Creek Wealth Advisors first reported a position in SLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $612K in Q4 2025. 1,423 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Turtle Creek Wealth Advisors held 6,110 shares of iShares Silver Trust worth $327K as of Q2 2026.
Turtle Creek Wealth Advisors left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #351 holding.
Turtle Creek Wealth Advisors first reported a position in iShares Silver Trust in Q3 2025 and has held it in 4 quarters since.
Turtle Creek Wealth Advisors's iShares Silver Trust position peaked at $612K in Q4 2025.
1,423 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.