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

Axxcess 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 		$6.66M Buy
97,764
+11,131
+13% +$846K 0.21% 95
2025
Q4 		$5.58M Buy
86,633
+14,143
+20% +$708K 0.1% 191
2025
Q3 		$3.07M Buy
72,490
+18,248
+34% +$655K 0.07% 236
2025
Q2 		$1.78M Sell
54,242
-18,730
-26% -$573K 0.04% 309
2025
Q1 		$2.26M Sell
72,972
-26,585
-27% -$772K 0.06% 245
2024
Q4 		$2.62M Buy
99,557
+14,066
+16% +$402K 0.06% 227
2024
Q3 		$2.43M Sell
85,491
-6,389
-7% -$172K 0.06% 233
2024
Q2 		$2.44M Sell
91,880
-7,018
-7% -$185K 0.06% 222
2024
Q1 		$2.25M Sell
98,898
-516
-0.5% -$11K 0.06% 232
2023
Q4 		$2.17M Buy
99,414
+5,145
+5% +$110K 0.06% 235
2023
Q3 		$1.92M Buy
94,269
+77,318
+456% +$1.67M 0.07% 213
2023
Q2 		$354K Buy
16,951
+5,323
+46% +$118K 0.03% 418
2023
Q1 		$257K Sell
11,628
-1,078
-8% -$22.3K 0.02% 523
2022
Q4 		$280K Sell
12,706
-271
-2% -$5.31K 0.02% 461
2022
Q3 		$227K Buy
+12,977
New +$230K 0.02% 472
2022
Q2 		– Sell
-38,306
Closed -$876K – 649
2022
Q1 		$876K Buy
38,306
+23,144
+153% +$514K 0.07% 244
2021
Q4 		$324K Buy
+15,162
New +$328K 0.02% 455

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

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

Axxcess Wealth Management increased its iShares Silver Trust (SLV) stake by 13% in Q1 2026, buying an estimated $846K and bringing the position to 97,764 shares worth $6.66M. The position accounts for 0.21% of the portfolio, ranked #95.

Axxcess Wealth Management first reported a position in SLV in Q4 2021 and has held it in 17 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Axxcess Wealth Management held 97,764 shares of iShares Silver Trust worth $6.66M as of Q1 2026.
  • Axxcess Wealth Management bought 11,131 iShares Silver Trust shares in Q1 2026, an estimated $846K.
  • iShares Silver Trust made up 0.21% of Axxcess Wealth Management's portfolio in Q1 2026, its #95 holding.
  • Axxcess Wealth Management first reported a position in iShares Silver Trust in Q4 2021 and has held it in 17 quarters since.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.