Wealthspire Advisors (New York)’s iShares Silver Trust SLV Stock Holding History

Wealthspire Advisors (New York)’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	$7.58M	Buy	141,761 +116,391	+459%	+$7.72M	0.04%	205
2026 Q1	$1.73M	Buy	25,370 +10,598	+72%	+$805K	0.01%	307
2025 Q4	$952K	Buy	14,772 +1,429	+11%	+$71.5K	0.01%	439
2025 Q3	$565K	Sell	13,343 -673	-5%	-$24.2K	﹤0.01%	506
2025 Q2	$460K	Sell	14,016 -1,095	-7%	-$33.5K	﹤0.01%	561
2025 Q1	$468K	Buy	15,111 +2,231	+17%	+$64.8K	﹤0.01%	528
2024 Q4	$339K	Buy	12,880 +829	+7%	+$23.7K	﹤0.01%	622
2024 Q3	$342K	Sell	12,051 -775	-6%	-$20.8K	﹤0.01%	593
2024 Q2	$341K	Sell	12,826 -4,175	-25%	-$110K	﹤0.01%	509
2024 Q1	$387K	Hold	17,001	–	–	0.01%	474
2023 Q4	$370K	Buy	17,001 +190	+1%	+$4.04K	0.01%	471
2023 Q3	$342K	Buy	16,811 +217	+1%	+$4.69K	0.01%	462
2023 Q2	$347K	Buy	16,594 +2,600	+19%	+$57.8K	0.01%	440
2023 Q1	$310K	Buy	13,994 +695	+5%	+$14.4K	0.01%	432
2022 Q4	$293K	Hold	13,299	–	–	0.01%	462
2022 Q3	$233K	Sell	13,299 -13,000	-49%	-$230K	﹤0.01%	453
2022 Q2	$490K	Buy	26,299 +14,417	+121%	+$301K	0.01%	320
2022 Q1	$272K	Sell	11,882 -1,105	-9%	-$24.6K	0.01%	370
2021 Q4	$279K	Sell	12,987 -10,000	-44%	-$216K	0.01%	435
2021 Q3	$472K	Buy	22,987 +7,494	+48%	+$168K	0.01%	368
2021 Q2	$375K	Sell	15,493 -3,054	-16%	-$75.6K	0.01%	261
2021 Q1	$421K	Buy	18,547 +6,987	+60%	+$170K	0.01%	438
2020 Q4	$284K	Buy	+11,560	New	+$263K	0.01%	451

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

Wealthspire Advisors (New York)'s SLV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Silver Trust (SLV) stake by 459% in Q2 2026, buying an estimated $7.72M and bringing the position to 141,761 shares worth $7.58M. The position accounts for 0.04% of the portfolio, ranked #205.

Wealthspire Advisors (New York) first reported a position in SLV in Q4 2020 and has held it in 23 quarters since. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Wealthspire Advisors (New York) held 141,761 shares of iShares Silver Trust worth $7.58M as of Q2 2026.
Wealthspire Advisors (New York) bought 116,391 iShares Silver Trust shares in Q2 2026, an estimated $7.72M.
iShares Silver Trust made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #205 holding.
Wealthspire Advisors (New York) first reported a position in iShares Silver Trust in Q4 2020 and has held it in 23 quarters since.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.