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

Wealth Enhancement Trust 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 		$5.35K Sell
100
-14,802
-99% -$981K ﹤0.01% 832
2026
Q1 		$1.02M Sell
14,902
-14,808
-50% -$1.13M 0.12% 140
2025
Q4 		$1.91M Buy
+29,710
New +$1.49M 0.24% 80

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Wealth Enhancement Trust Services's SLV Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its iShares Silver Trust (SLV) stake by 99% in Q2 2026, selling an estimated $981K and leaving 100 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Wealth Enhancement Trust Services first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.91M in Q4 2025. 1,221 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Wealth Enhancement Trust Services held 100 shares of iShares Silver Trust worth $5.35K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 14,802 iShares Silver Trust shares in Q2 2026, an estimated $981K.
  • iShares Silver Trust made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #832 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's iShares Silver Trust position peaked at $1.91M in Q4 2025.
  • 1,221 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

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