Wealth Enhancement Advisory Services’s iShares Silver Trust SLV Stock Holding History

Wealth Enhancement Advisory Services’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	$8.1M	Buy	150,173 +2,634	+2%	+$175K	0.01%	768
2026 Q1	$9.71M	Sell	147,539 -69,282	-32%	-$5.26M	0.02%	591
2025 Q4	$16M	Sell	216,821 -25,752	-11%	-$1.29M	0.02%	543
2025 Q3	$10.5M	Buy	242,573 +30,915	+15%	+$1.11M	0.02%	642
2025 Q2	$7.09M	Sell	211,658 -3,290	-2%	-$101K	0.01%	752
2025 Q1	$6.66M	Buy	214,948 +39,764	+23%	+$1.16M	0.01%	728
2024 Q4	$4.61M	Buy	175,184 +8,065	+5%	+$230K	0.01%	830
2024 Q3	$4.75M	Buy	167,119 +59,672	+56%	+$1.6M	0.01%	738
2024 Q2	$2.85M	Buy	107,447 +42,746	+66%	+$1.12M	0.01%	868
2024 Q1	$1.47M	Sell	64,701 -15,952	-20%	-$341K	﹤0.01%	1082
2023 Q4	$1.76M	Sell	80,653 -40,392	-33%	-$860K	0.01%	944
2023 Q3	$2.46M	Buy	+121,045	New	+$2.62M	0.01%	789

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 Enhancement Advisory Services's SLV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Silver Trust (SLV) stake by 1.8% in Q2 2026, buying an estimated $175K and bringing the position to 150,173 shares worth $8.1M. The position accounts for 0.01% of the portfolio, ranked #768.

Wealth Enhancement Advisory Services first reported a position in SLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $16M in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Wealth Enhancement Advisory Services held 150,173 shares of iShares Silver Trust worth $8.1M as of Q2 2026.
Wealth Enhancement Advisory Services bought 2,634 iShares Silver Trust shares in Q2 2026, an estimated $175K.
iShares Silver Trust made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #768 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Silver Trust in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares Silver Trust position peaked at $16M in Q4 2025.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.