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

Baldwin 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
Q2 		$1.18M Hold
22,059
– – 0.08% 105
2026
Q1 		$1.5M Sell
22,059
-4,787
-18% -$364K 0.11% 92
2025
Q4 		$1.73M Buy
26,846
+13,496
+101% +$676K 0.11% 91
2025
Q3 		$566K Hold
13,350
– – 0.04% 146
2025
Q2 		$438K Hold
13,350
– – 0.03% 154
2025
Q1 		$414K Buy
13,350
+4,700
+54% +$137K 0.03% 160
2024
Q4 		$228K Hold
8,650
– – 0.02% 214
2024
Q3 		$246K Hold
8,650
– – 0.02% 300
2024
Q2 		$230K Buy
8,650
+2,000
+30% +$52.6K 0.02% 187
2024
Q1 		$151K Sell
6,650
-743
-10% -$15.9K 0.01% 232
2023
Q4 		$161K Hold
7,393
– – 0.01% 230
2023
Q3 		$150K Hold
7,393
– – 0.01% 248
2023
Q2 		$154K Hold
7,393
– – 0.01% 265
2023
Q1 		$164K Hold
7,393
– – 0.01% 259
2022
Q4 		$163K Buy
7,393
+133
+2% +$2.6K 0.01% 255
2022
Q3 		$127K Hold
7,260
– – 0.02% 213
2022
Q2 		$135K Buy
7,260
+330
+5% +$6.88K 0.02% 225
2022
Q1 		$159K Buy
6,930
+4,980
+255% +$111K 0.02% 227
2021
Q4 		$42K Hold
1,950
– – ﹤0.01% 368
2021
Q3 		$40K Sell
1,950
-365
-16% -$8.21K ﹤0.01% 375
2021
Q2 		$56K Buy
2,315
+100
+5% +$2.48K 0.01% 343
2021
Q1 		$50K Buy
2,215
+1,400
+172% +$34.1K 0.01% 347
2020
Q4 		$20K Sell
815
-2,000
-71% -$45.5K ﹤0.01% 406
2020
Q3 		$61K Buy
+2,815
New +$64K 0.01% 269
2017
Q4 		– Sell
-300
Closed -$5K – 499
2017
Q3 		$5K Buy
+300
New +$4.78K ﹤0.01% 440
2016
Q4 		– Sell
-30,000
Closed -$546K – 532
2016
Q3 		$546K Buy
+30,000
New +$559K 0.1% 116
2014
Q1 		– Sell
-139,091
Closed -$2.6M – 254
2013
Q4 		$2.6M Sell
139,091
-140,390
-50% -$2.82M 0.42% 64
2013
Q3 		$5.84M Sell
279,481
-82,543
-23% -$1.71M 1.07% 34
2013
Q2 		$6.87M Buy
+362,024
New +$8.11M 1.36% 22

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baldwin Wealth Partners's SLV Position: Q2 2026 in Review

Baldwin Wealth Partners held its iShares Silver Trust (SLV) position steady in Q2 2026 at 22,059 shares worth $1.18M. The position accounts for 0.08% of the portfolio, ranked #105.

Baldwin Wealth Partners first reported a position in SLV in Q2 2013 and has held it in 29 quarters since. The position peaked at $6.87M in Q2 2013. 1,411 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Baldwin Wealth Partners held 22,059 shares of iShares Silver Trust worth $1.18M as of Q2 2026.
  • Baldwin Wealth Partners left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up 0.08% of Baldwin Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • Baldwin Wealth Partners first reported a position in iShares Silver Trust in Q2 2013 and has held it in 29 quarters since.
  • Baldwin Wealth Partners's iShares Silver Trust position peaked at $6.87M in Q2 2013.
  • 1,411 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.