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

Wealth Management Associates’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	$1M	Sell	18,735 -500	-3%	-$33.2K	0.28%	62
2026 Q1	$1.31M	Buy	19,235 +1,349	+8%	+$103K	0.45%	52
2025 Q4	$1.15M	Hold	17,886	–	–	0.4%	58
2025 Q3	$758K	Buy	17,886 +7,761	+77%	+$279K	0.27%	70
2025 Q2	$332K	Hold	10,125	–	–	0.13%	144
2025 Q1	$314K	Hold	10,125	–	–	0.13%	150
2024 Q4	$267K	Buy	+10,125	New	+$289K	0.11%	169

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 Management Associates's SLV Position: Q2 2026 in Review

Wealth Management Associates reduced its iShares Silver Trust (SLV) stake by 2.6% in Q2 2026, selling an estimated $33.2K and leaving 18,735 shares worth $1M. The position accounts for 0.28% of the portfolio, ranked #62.

Wealth Management Associates first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q1 2026. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Wealth Management Associates held 18,735 shares of iShares Silver Trust worth $1M as of Q2 2026.
Wealth Management Associates sold 500 iShares Silver Trust shares in Q2 2026, an estimated $33.2K.
iShares Silver Trust made up 0.28% of Wealth Management Associates's portfolio in Q2 2026, its #62 holding.
Wealth Management Associates first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
Wealth Management Associates's iShares Silver Trust position peaked at $1.31M in Q1 2026.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.