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Axim Planning & Wealth’s iShares Silver Trust SLV Stock Holding History

Axim Planning & Wealth’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 		$257K Buy
+3,774
New +$287K 0.31% 60
2025
Q4 		– Sell
-8,148
Closed -$345K – 93
2025
Q3 		$345K Buy
+8,148
New +$293K 0.27% 44

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

Axim Planning & Wealth's SLV Position: Q1 2026 in Review

Axim Planning & Wealth opened a new position in iShares Silver Trust (SLV) in Q1 2026: 3,774 shares worth $257K. The stake represents 0.31% of the portfolio and ranks #60 among its holdings. This is a return to the name: Axim Planning & Wealth previously reported a position in SLV as recently as Q3 2025.

Axim Planning & Wealth first reported a position in SLV in Q3 2025 and has held it in 2 quarters since. The position peaked at $345K in Q3 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Axim Planning & Wealth held 3,774 shares of iShares Silver Trust worth $257K as of Q1 2026.
  • iShares Silver Trust was a new Axim Planning & Wealth position in Q1 2026.
  • iShares Silver Trust made up 0.31% of Axim Planning & Wealth's portfolio in Q1 2026, its #60 holding.
  • Axim Planning & Wealth first reported a position in iShares Silver Trust in Q3 2025 and has held it in 2 quarters since.
  • Axim Planning & Wealth's iShares Silver Trust position peaked at $345K in Q3 2025.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.