Weitzel Financial Services’s iShares Silver Trust SLV Stock Holding History

Weitzel Financial 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	–	Sell	-7,261	Closed	-$494K	–	54
2026 Q1	$494K	Hold	7,261	–	–	0.19%	30
2025 Q4	$477K	Hold	7,261	–	–	0.18%	32
2025 Q3	$340K	Hold	7,261	–	–	0.14%	36
2025 Q2	$249K	Buy	+7,261	New	+$222K	0.11%	41

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

Weitzel Financial Services's SLV Position: Q2 2026 in Review

Weitzel Financial Services sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 7,261 shares — an estimated $494K sold.

Weitzel Financial Services first reported a position in SLV in Q2 2025 and held it in 4 quarters. The position peaked at $494K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Weitzel Financial Services reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Weitzel Financial Services sold 7,261 iShares Silver Trust shares in Q2 2026, an estimated $494K.
Weitzel Financial Services first reported a position in iShares Silver Trust in Q2 2025 and held it in 4 quarters.
Weitzel Financial Services's iShares Silver Trust position peaked at $494K in Q1 2026.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.