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Ball & Co Wealth Management’s iShares Silver Trust SLV Stock Holding History

Ball & Co 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 		– Sell
-63,626
Closed -$4.11M – 84
2025
Q4 		$4.11M Buy
+63,626
New +$3.19M 2.64% 12
2025
Q3 		– Sell
-3,876
Closed -$127K – 90
2025
Q2 		$127K Buy
+3,876
New +$119K 0.14% 25

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

Ball & Co Wealth Management's SLV Position: Q1 2026 in Review

Ball & Co Wealth Management sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 63,626 shares — an estimated $4.11M sold.

Ball & Co Wealth Management first reported a position in SLV in Q2 2025 and held it in 2 quarters. The position peaked at $4.11M in Q4 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Ball & Co Wealth Management reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
  • Ball & Co Wealth Management sold 63,626 iShares Silver Trust shares in Q1 2026, an estimated $4.11M.
  • Ball & Co Wealth Management first reported a position in iShares Silver Trust in Q2 2025 and held it in 2 quarters.
  • Ball & Co Wealth Management's iShares Silver Trust position peaked at $4.11M in Q4 2025.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.