WWM
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Western Wealth Management’s iShares Silver Trust SLV Stock Holding History

Western Wealth Management’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 		$3.23M Buy
60,454
+599
+1% +$39.7K 0.11% 201
2026
Q1 		$4.08M Sell
59,855
-8,352
-12% -$635K 0.16% 131
2025
Q4 		$4.39M Buy
68,207
+47,800
+234% +$2.39M 0.2% 96
2025
Q3 		$865K Buy
20,407
+1,327
+7% +$47.7K 0.05% 331
2025
Q2 		$626K Buy
19,080
+1,698
+10% +$51.9K 0.04% 364
2025
Q1 		$539K Buy
17,382
+200
+1% +$5.81K 0.04% 367
2024
Q4 		$452K Sell
17,182
-2,430
-12% -$69.4K 0.02% 488
2024
Q3 		$557K Sell
19,612
-358
-2% -$9.62K 0.03% 437
2024
Q2 		$531K Buy
19,970
+3,860
+24% +$102K 0.04% 352
2024
Q1 		$366K Sell
16,110
-205
-1% -$4.38K 0.03% 444
2023
Q4 		$355K Sell
16,315
-598
-4% -$12.7K 0.03% 505
2023
Q3 		$344K Sell
16,913
-196
-1% -$4.24K 0.03% 472
2023
Q2 		$357K Buy
17,109
+929
+6% +$20.7K 0.03% 459
2023
Q1 		$358K Buy
16,180
+2,324
+17% +$48.1K 0.03% 455
2022
Q4 		$305K Sell
13,856
-12,677
-48% -$248K 0.03% 456
2022
Q3 		$464K Buy
26,533
+678
+3% +$12K 0.03% 511
2022
Q2 		$481K Buy
25,855
+1,041
+4% +$21.7K 0.03% 488
2022
Q1 		$568K Buy
24,814
+14,488
+140% +$322K 0.03% 494
2021
Q4 		$221K Buy
+10,326
New +$223K 0.02% 558
2020
Q1 		– Sell
-10,043
Closed -$168K – 418
2019
Q4 		$168K Buy
+10,043
New +$163K 0.03% 394

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

Western Wealth Management's SLV Position: Q2 2026 in Review

Western Wealth Management increased its iShares Silver Trust (SLV) stake by 1% in Q2 2026, buying an estimated $39.7K and bringing the position to 60,454 shares worth $3.23M. The position accounts for 0.11% of the portfolio, ranked #201.

Western Wealth Management first reported a position in SLV in Q4 2019 and has held it in 20 quarters since. The position peaked at $4.39M in Q4 2025. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Western Wealth Management held 60,454 shares of iShares Silver Trust worth $3.23M as of Q2 2026.
  • Western Wealth Management bought 599 iShares Silver Trust shares in Q2 2026, an estimated $39.7K.
  • iShares Silver Trust made up 0.11% of Western Wealth Management's portfolio in Q2 2026, its #201 holding.
  • Western Wealth Management first reported a position in iShares Silver Trust in Q4 2019 and has held it in 20 quarters since.
  • Western Wealth Management's iShares Silver Trust position peaked at $4.39M in Q4 2025.
  • 1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

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