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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Balboa Wealth Partners's SLV Position: Q1 2026 in Review

Balboa Wealth Partners reduced its iShares Silver Trust (SLV) stake by 49% in Q1 2026, selling an estimated $332K and leaving 4,622 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #297.

Balboa Wealth Partners first reported a position in SLV in Q1 2023 and has held it in 7 quarters since. The position peaked at $579K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Balboa Wealth Partners held 4,622 shares of iShares Silver Trust worth $315K as of Q1 2026.
Balboa Wealth Partners sold 4,372 iShares Silver Trust shares in Q1 2026, an estimated $332K.
iShares Silver Trust made up 0.05% of Balboa Wealth Partners's portfolio in Q1 2026, its #297 holding.
Balboa Wealth Partners first reported a position in iShares Silver Trust in Q1 2023 and has held it in 7 quarters since.
Balboa Wealth Partners's iShares Silver Trust position peaked at $579K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.