Zhang Financial’s iShares Silver Trust SLV Stock Holding History

Zhang 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	$1.54M	Buy	28,883 +605	+2%	+$40.1K	0.05%	158
2026 Q1	$1.93M	Sell	28,278 -156	-0.5%	-$11.9K	0.07%	134
2025 Q4	$1.83M	Sell	28,434 -1,256	-4%	-$62.9K	0.07%	134
2025 Q3	$1.26M	Hold	29,690	–	–	0.05%	158
2025 Q2	$974K	Sell	29,690 -223	-0.7%	-$6.82K	0.04%	167
2025 Q1	$927K	Buy	29,913 +21,275	+246%	+$618K	0.05%	163
2024 Q4	$227K	Hold	8,638	–	–	0.01%	267
2024 Q3	$245K	Sell	8,638 -2,881	-25%	-$77.4K	0.02%	249
2024 Q2	$306K	Buy	+11,519	New	+$303K	0.02%	222
2024 Q1	–	Sell	-9,224	Closed	-$201K	–	272
2023 Q4	$201K	Buy	+9,224	New	+$196K	0.02%	249
2022 Q3	–	Sell	-14,448	Closed	-$269K	–	226
2022 Q2	$269K	Buy	+14,448	New	+$301K	0.04%	184

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

Zhang Financial's SLV Position: Q2 2026 in Review

Zhang Financial increased its iShares Silver Trust (SLV) stake by 2.1% in Q2 2026, buying an estimated $40.1K and bringing the position to 28,883 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #158.

Zhang Financial first reported a position in SLV in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.93M in Q1 2026. 1,421 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Zhang Financial held 28,883 shares of iShares Silver Trust worth $1.54M as of Q2 2026.
Zhang Financial bought 605 iShares Silver Trust shares in Q2 2026, an estimated $40.1K.
iShares Silver Trust made up 0.05% of Zhang Financial's portfolio in Q2 2026, its #158 holding.
Zhang Financial first reported a position in iShares Silver Trust in Q2 2022 and has held it in 11 quarters since.
Zhang Financial's iShares Silver Trust position peaked at $1.93M in Q1 2026.
1,421 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.