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

Aries 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 		– Sell
-6,100
Closed -$393K – 244
2025
Q4 		$393K Hold
6,100
– – 0.09% 166
2025
Q3 		$258K Hold
6,100
– – 0.06% 202
2025
Q2 		$200K Buy
+6,100
New +$187K 0.05% 213

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

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

Aries Wealth Management sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 6,100 shares — an estimated $393K sold.

Aries Wealth Management first reported a position in SLV in Q2 2025 and held it in 3 quarters. The position peaked at $393K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Aries Wealth Management reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
  • Aries Wealth Management sold 6,100 iShares Silver Trust shares in Q1 2026, an estimated $393K.
  • Aries Wealth Management first reported a position in iShares Silver Trust in Q2 2025 and held it in 3 quarters.
  • Aries Wealth Management's iShares Silver Trust position peaked at $393K in Q4 2025.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Aries Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.