Wealth Preservation Advisors’s iShares Silver Trust SLV Stock Holding History

Wealth Preservation 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	–	Sell	-620	Closed	-$42.2K	–	815
2026 Q1	$42.2K	Sell	620 -164	-21%	-$12.5K	0.04%	190
2025 Q4	$50.5K	Buy	784 +174	+29%	+$8.71K	0.03%	197
2025 Q3	$25.8K	Hold	610	–	–	0.02%	235
2025 Q2	$20K	Hold	610	–	–	0.01%	247
2025 Q1	$18.9K	Buy	+610	New	+$17.7K	0.01%	263

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 Preservation Advisors's SLV Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 620 shares — an estimated $42.2K sold.

Wealth Preservation Advisors first reported a position in SLV in Q1 2025 and held it in 5 quarters. The position peaked at $50.5K in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Wealth Preservation Advisors reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 620 iShares Silver Trust shares in Q2 2026, an estimated $42.2K.
Wealth Preservation Advisors first reported a position in iShares Silver Trust in Q1 2025 and held it in 5 quarters.
Wealth Preservation Advisors's iShares Silver Trust position peaked at $50.5K in Q4 2025.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.