Wealthspan Partners’s iShares Silver Trust SLV Stock Holding History

Wealthspan Partners’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	$2.03M	Sell	37,892 -824	-2%	-$54.6K	0.64%	33
2026 Q1	$2.64M	Buy	38,716 +472	+1%	+$35.9K	0.93%	29
2025 Q4	$2.46M	Sell	38,244 -1,436	-4%	-$71.9K	0.9%	27
2025 Q3	$1.68M	Sell	39,680 -24	-0.1%	-$862	0.64%	34
2025 Q2	$1.3M	Buy	39,704 +394	+1%	+$12.1K	0.54%	36
2025 Q1	$1.22M	Buy	39,310 +143	+0.4%	+$4.16K	0.56%	34
2024 Q4	$1.03M	Buy	39,167 +2,137	+6%	+$61.1K	0.49%	38
2024 Q3	$1.05M	Sell	37,030 -840	-2%	-$22.6K	0.52%	35
2024 Q2	$1.01M	Buy	37,870 +90	+0.2%	+$2.37K	0.56%	33
2024 Q1	$860K	Sell	37,780 -1,327	-3%	-$28.3K	0.51%	35
2023 Q4	$852K	Sell	39,107 -1,225	-3%	-$26.1K	0.6%	30
2023 Q3	$820K	Sell	40,332 -3,102	-7%	-$67K	0.65%	28
2023 Q2	$907K	Sell	43,434 -1,046	-2%	-$23.3K	0.72%	27
2023 Q1	$984K	Buy	44,480 +175	+0.4%	+$3.63K	0.84%	22
2022 Q4	$976K	Buy	44,305 +118	+0.3%	+$2.31K	0.89%	22
2022 Q3	$773K	Sell	44,187 -5,115	-10%	-$90.7K	0.8%	24
2022 Q2	$919K	Buy	49,302 +5,741	+13%	+$120K	0.95%	21
2022 Q1	$997K	Buy	43,561 +3,555	+9%	+$79K	0.9%	20
2021 Q4	$861K	Buy	+40,006	New	+$864K	0.76%	23

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

Wealthspan Partners's SLV Position: Q2 2026 in Review

Wealthspan Partners reduced its iShares Silver Trust (SLV) stake by 2.1% in Q2 2026, selling an estimated $54.6K and leaving 37,892 shares worth $2.03M. The position accounts for 0.64% of the portfolio, ranked #33.

Wealthspan Partners first reported a position in SLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.64M in Q1 2026. 1,423 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Wealthspan Partners held 37,892 shares of iShares Silver Trust worth $2.03M as of Q2 2026.
Wealthspan Partners sold 824 iShares Silver Trust shares in Q2 2026, an estimated $54.6K.
iShares Silver Trust made up 0.64% of Wealthspan Partners's portfolio in Q2 2026, its #33 holding.
Wealthspan Partners first reported a position in iShares Silver Trust in Q4 2021 and has held it in 19 quarters since.
Wealthspan Partners's iShares Silver Trust position peaked at $2.64M in Q1 2026.
1,423 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.