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Accretive Wealth Partners’s iShares Silver Trust SLV Stock Holding History

Accretive Wealth Partners’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 		$204K Sell
2,993
-2,097
-41% -$159K 0.06% 171
2025
Q4 		$328K Buy
+5,090
New +$255K 0.1% 123

Other funds holding SLV

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accretive Wealth Partners's SLV Position: Q1 2026 in Review

Accretive Wealth Partners reduced its iShares Silver Trust (SLV) stake by 41% in Q1 2026, selling an estimated $159K and leaving 2,993 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #171.

Accretive Wealth Partners first reported a position in SLV in Q4 2025 and has held it in 2 quarters since. The position peaked at $328K in Q4 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Accretive Wealth Partners held 2,993 shares of iShares Silver Trust worth $204K as of Q1 2026.
  • Accretive Wealth Partners sold 2,097 iShares Silver Trust shares in Q1 2026, an estimated $159K.
  • iShares Silver Trust made up 0.06% of Accretive Wealth Partners's portfolio in Q1 2026, its #171 holding.
  • Accretive Wealth Partners first reported a position in iShares Silver Trust in Q4 2025 and has held it in 2 quarters since.
  • Accretive Wealth Partners's iShares Silver Trust position peaked at $328K in Q4 2025.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.