WJ Financial Advisors’s iShares Silver Trust SLV Stock Holding History

WJ Financial Advisors’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	$1.07M	Sell	19,970 -2,241	-10%	-$149K	0.78%	37
2026 Q1	$1.51M	Buy	22,211 +1,008	+5%	+$76.6K	1.22%	24
2025 Q4	$1.37M	Sell	21,203 -106	-0.5%	-$5.31K	1.22%	23
2025 Q3	$903K	Buy	+21,309	New	+$765K	0.88%	33

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

WJ Financial Advisors's SLV Position: Q2 2026 in Review

WJ Financial Advisors reduced its iShares Silver Trust (SLV) stake by 10% in Q2 2026, selling an estimated $149K and leaving 19,970 shares worth $1.07M. The position accounts for 0.78% of the portfolio, ranked #37.

WJ Financial Advisors first reported a position in SLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.51M in Q1 2026. 1,412 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

WJ Financial Advisors held 19,970 shares of iShares Silver Trust worth $1.07M as of Q2 2026.
WJ Financial Advisors sold 2,241 iShares Silver Trust shares in Q2 2026, an estimated $149K.
iShares Silver Trust made up 0.78% of WJ Financial Advisors's portfolio in Q2 2026, its #37 holding.
WJ Financial Advisors first reported a position in iShares Silver Trust in Q3 2025 and has held it in 4 quarters since.
WJ Financial Advisors's iShares Silver Trust position peaked at $1.51M in Q1 2026.
1,412 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.