WFAG
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Wescott Financial Advisory Group’s iShares Silver Trust SLV Stock Holding History

Wescott Financial Advisory Group’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
-4,008
Closed -$273K – 204
2026
Q1 		$273K Buy
4,008
+272
+7% +$20.7K 0.02% 162
2025
Q4 		$241K Buy
+3,736
New +$187K 0.02% 169

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wescott Financial Advisory Group's SLV Position: Q2 2026 in Review

Wescott Financial Advisory Group sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 4,008 shares — an estimated $273K sold.

Wescott Financial Advisory Group first reported a position in SLV in Q4 2025 and held it in 2 quarters. The position peaked at $273K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Wescott Financial Advisory Group reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 4,008 iShares Silver Trust shares in Q2 2026, an estimated $273K.
  • Wescott Financial Advisory Group first reported a position in iShares Silver Trust in Q4 2025 and held it in 2 quarters.
  • Wescott Financial Advisory Group's iShares Silver Trust position peaked at $273K in Q1 2026.
  • 1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.