AWM
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AE Wealth Management’s iShares Silver Trust SLV Stock Holding History

AE Wealth Management’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 		$5.56M Buy
81,614
+1,928
+2% +$146K 0.03% 392
2025
Q4 		$5.13M Buy
79,686
+14,448
+22% +$723K 0.03% 386
2025
Q3 		$2.76M Buy
65,238
+13,467
+26% +$484K 0.02% 485
2025
Q2 		$1.7M Sell
51,771
-17,112
-25% -$523K 0.01% 570
2025
Q1 		$2.13M Sell
68,883
-21,170
-24% -$615K 0.02% 513
2024
Q4 		$2.37M Sell
90,053
-28,120
-24% -$803K 0.02% 488
2024
Q3 		$3.36M Sell
118,173
-1,336
-1% -$35.9K 0.03% 416
2024
Q2 		$3.18M Buy
119,509
+43,556
+57% +$1.15M 0.03% 426
2024
Q1 		$1.73M Sell
75,953
-1,306,349
-95% -$27.9M 0.02% 530
2023
Q4 		$28.8M Sell
1,382,302
-48,674
-3% -$1.04M 0.15% 149
2023
Q3 		$29.1M Buy
1,430,976
+125,845
+10% +$2.72M 0.17% 128
2023
Q2 		$27.3M Buy
1,305,131
+279,902
+27% +$6.22M 0.16% 138
2023
Q1 		$22.7M Buy
1,025,229
+137,412
+15% +$2.85M 0.15% 161
2022
Q4 		$19.5M Buy
887,817
+200,864
+29% +$3.93M 0.14% 172
2022
Q3 		$12M Buy
686,953
+306,849
+81% +$5.44M 0.1% 226
2022
Q2 		$7.08M Buy
380,104
+18,508
+5% +$386K 0.06% 348
2022
Q1 		$8.27M Buy
361,596
+106,600
+42% +$2.37M 0.06% 327
2021
Q4 		$5.49M Sell
254,996
-8,923
-3% -$193K 0.04% 394
2021
Q3 		$5.42M Sell
263,919
-207,056
-44% -$4.66M 0.04% 366
2021
Q2 		$11.4M Buy
470,975
+242,111
+106% +$6M 0.1% 203
2021
Q1 		$5.2M Buy
228,864
+87,640
+62% +$2.13M 0.05% 306
2020
Q4 		$3.47M Sell
141,224
-35,359
-20% -$804K 0.04% 345
2020
Q3 		$3.82M Buy
176,583
+45,062
+34% +$1.02M 0.05% 278
2020
Q2 		$2.24M Buy
131,521
+78,689
+149% +$1.2M 0.03% 377
2020
Q1 		$689K Sell
52,832
-14,995
-22% -$236K 0.02% 582
2019
Q4 		$1.13M Buy
67,827
+25,072
+59% +$406K 0.02% 506
2019
Q3 		$681K Sell
42,755
-7,494
-15% -$119K 0.02% 539
2019
Q2 		$720K Buy
50,249
+21,015
+72% +$293K 0.02% 491
2019
Q1 		$415K Buy
29,234
+11,565
+65% +$169K 0.03% 383
2018
Q4 		$257K Sell
17,669
-12,726
-42% -$174K 0.04% 387
2018
Q3 		$417K Buy
30,395
+825
+3% +$11.6K 0.02% 366
2018
Q2 		$448K Buy
29,570
+15,388
+109% +$240K 0.03% 272
2018
Q1 		$219K Buy
14,182
+320
+2% +$5.05K 0.02% 391
2017
Q4 		$222K Buy
13,862
+2,922
+27% +$46.1K 0.02% 375
2017
Q3 		$172K Sell
10,940
-916
-8% -$14.6K 0.02% 383
2017
Q2 		$186K Sell
11,856
-890
-7% -$14.5K 0.02% 364
2017
Q1 		$220K Buy
+12,746
New +$211K 0.04% 245

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

AE Wealth Management's SLV Position: Q1 2026 in Review

AE Wealth Management increased its iShares Silver Trust (SLV) stake by 2.4% in Q1 2026, buying an estimated $146K and bringing the position to 81,614 shares worth $5.56M. The position accounts for 0.03% of the portfolio, ranked #392.

AE Wealth Management first reported a position in SLV in Q1 2017 and has held it in 37 quarters since. The position peaked at $29.1M in Q3 2023. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • AE Wealth Management held 81,614 shares of iShares Silver Trust worth $5.56M as of Q1 2026.
  • AE Wealth Management bought 1,928 iShares Silver Trust shares in Q1 2026, an estimated $146K.
  • iShares Silver Trust made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #392 holding.
  • AE Wealth Management first reported a position in iShares Silver Trust in Q1 2017 and has held it in 37 quarters since.
  • AE Wealth Management's iShares Silver Trust position peaked at $29.1M in Q3 2023.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.