Balboa Wealth Partners
SLV icon

Balboa Wealth Partners’s iShares Silver Trust SLV Stock Holding History

Balboa Wealth Partners’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
Q3 		$316K Buy
5,789
+171
+3% +$9.7K 0.04% 331
2026
Q2 		$300K Buy
5,618
+996
+22% +$66K 0.04% 347
2026
Q1 		$315K Sell
4,622
-4,372
-49% -$332K 0.05% 297
2025
Q4 		$579K Buy
8,994
+2,855
+47% +$143K 0.1% 171
2025
Q3 		$260K Buy
+6,139
New +$220K 0.04% 302
2024
Q4 		– Sell
-8,024
Closed -$228K – 381
2024
Q3 		$228K Sell
8,024
-165
-2% -$4.43K 0.06% 244
2024
Q2 		$218K Buy
+8,189
New +$215K 0.06% 243
2024
Q1 		– Sell
-9,347
Closed -$204K – 313
2023
Q4 		$204K Buy
+9,347
New +$199K 0.07% 212
2023
Q2 		– Sell
-15,612
Closed -$345K – 336
2023
Q1 		$345K Buy
+15,612
New +$323K 0.13% 146

Other funds holding SLV

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Richard C. Young & Co
Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Balboa Wealth Partners's SLV Position: Q3 2026 in Review

Balboa Wealth Partners increased its iShares Silver Trust (SLV) stake by 3% in Q3 2026, buying an estimated $9.7K and bringing the position to 5,789 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #331.

Balboa Wealth Partners first reported a position in SLV in Q1 2023 and has held it in 9 quarters since. The position peaked at $579K in Q4 2025. 988 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Balboa Wealth Partners held 5,789 shares of iShares Silver Trust worth $316K as of Q3 2026.
  • Balboa Wealth Partners bought 171 iShares Silver Trust shares in Q3 2026, an estimated $9.7K.
  • iShares Silver Trust made up 0.04% of Balboa Wealth Partners's portfolio in Q3 2026, its #331 holding.
  • Balboa Wealth Partners first reported a position in iShares Silver Trust in Q1 2023 and has held it in 9 quarters since.
  • Balboa Wealth Partners's iShares Silver Trust position peaked at $579K in Q4 2025.
  • 988 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.