XML Financial’s iShares Silver Trust SLV Stock Holding History

XML Financial’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	-7,873	Closed	-$536K	–	464
2026 Q1	$536K	Buy	7,873 +1,700	+28%	+$129K	0.04%	253
2025 Q4	$398K	Buy	+6,173	New	+$309K	0.03%	292

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

XML Financial's SLV Position: Q2 2026 in Review

XML Financial sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 7,873 shares — an estimated $536K sold.

XML Financial first reported a position in SLV in Q4 2025 and held it in 2 quarters. The position peaked at $536K in Q1 2026. 1,414 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

XML Financial reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
XML Financial sold 7,873 iShares Silver Trust shares in Q2 2026, an estimated $536K.
XML Financial first reported a position in iShares Silver Trust in Q4 2025 and held it in 2 quarters.
XML Financial's iShares Silver Trust position peaked at $536K in Q1 2026.
1,414 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.