Wealth Effects’s iShares Silver Trust SLV Stock Holding History

Wealth Effects’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	$781K	Buy	14,598 +2,708	+23%	+$180K	0.21%	90
2026 Q1	$810K	Sell	11,890 -6,289	-35%	-$478K	0.29%	74
2025 Q4	$1.17M	Buy	18,179 +3,144	+21%	+$157K	0.37%	48
2025 Q3	$637K	Buy	15,035 +5,683	+61%	+$204K	0.2%	95
2025 Q2	$307K	Sell	9,352 -3,137	-25%	-$95.9K	0.11%	145
2025 Q1	$387K	Buy	12,489 +1,700	+16%	+$49.4K	0.16%	117
2024 Q4	$284K	Buy	+10,789	New	+$308K	0.1%	159

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

Wealth Effects's SLV Position: Q2 2026 in Review

Wealth Effects increased its iShares Silver Trust (SLV) stake by 23% in Q2 2026, buying an estimated $180K and bringing the position to 14,598 shares worth $781K. The position accounts for 0.21% of the portfolio, ranked #90.

Wealth Effects first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q4 2025. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Wealth Effects held 14,598 shares of iShares Silver Trust worth $781K as of Q2 2026.
Wealth Effects bought 2,708 iShares Silver Trust shares in Q2 2026, an estimated $180K.
iShares Silver Trust made up 0.21% of Wealth Effects's portfolio in Q2 2026, its #90 holding.
Wealth Effects first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
Wealth Effects's iShares Silver Trust position peaked at $1.17M in Q4 2025.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.