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

Ariadne 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 		$14.7M Hold
215,850
– – 6.6% 1
2025
Q4 		$14.6M Hold
215,850
– – 6.04% 1
2025
Q3 		$10.2M Hold
215,850
– – 4.59% 1
2025
Q2 		$7.55M Hold
215,850
– – 3.61% 1
2025
Q1 		$6.43M Buy
215,850
+33,550
+18% +$975K 3.36% 4
2024
Q4 		$5.32M Hold
182,300
– – 2.44% 9
2024
Q3 		$5.31M Hold
182,300
– – 2.89% 7
2024
Q2 		$4.84M Buy
+182,300
New +$4.79M 3.74% 6

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

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

Ariadne Wealth Management held its iShares Silver Trust (SLV) position steady in Q1 2026 at 215,850 shares worth $14.7M. The position accounts for 6.6% of the portfolio, ranked #1.

Ariadne Wealth Management first reported a position in SLV in Q2 2024 and has held it in 8 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Ariadne Wealth Management held 215,850 shares of iShares Silver Trust worth $14.7M as of Q1 2026.
  • Ariadne Wealth Management left its iShares Silver Trust share count unchanged in Q1 2026.
  • iShares Silver Trust made up 6.6% of Ariadne Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Ariadne Wealth Management first reported a position in iShares Silver Trust in Q2 2024 and has held it in 8 quarters since.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.