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 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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Zhang Financial's SLV Position: Q1 2026 in Review

Zhang Financial reduced its iShares Silver Trust (SLV) stake by 0.55% in Q1 2026, selling an estimated $11.9K and leaving 28,278 shares worth $1.93M. The position accounts for 0.07% of the portfolio, ranked #134.

Zhang Financial first reported a position in SLV in Q2 2022 and has held it in 10 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Zhang Financial held 28,278 shares of iShares Silver Trust worth $1.93M as of Q1 2026.
Zhang Financial sold 156 iShares Silver Trust shares in Q1 2026, an estimated $11.9K.
iShares Silver Trust made up 0.07% of Zhang Financial's portfolio in Q1 2026, its #134 holding.
Zhang Financial first reported a position in iShares Silver Trust in Q2 2022 and has held it in 10 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.