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

Bartlett & 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 Q2	$178K	Hold	3,321	–	–	﹤0.01%	508
2026 Q1	$219K	Buy	3,321 +3,126	+1,603%	+$238K	﹤0.01%	447
2025 Q4	$12.6K	Buy	195 +45	+30%	+$2.25K	﹤0.01%	901
2025 Q3	$6.36K	Hold	150	–	–	﹤0.01%	973
2025 Q2	$4.92K	Hold	150	–	–	﹤0.01%	1002
2025 Q1	$4.65K	Hold	150	–	–	﹤0.01%	994
2024 Q4	$3.95K	Hold	150	–	–	﹤0.01%	994
2024 Q3	$4.26K	Hold	150	–	–	﹤0.01%	988
2024 Q2	$3.99K	Sell	150 -100	-40%	-$2.63K	﹤0.01%	1006
2024 Q1	$5.69K	Hold	250	–	–	﹤0.01%	964
2023 Q4	$5.5K	Hold	250	–	–	﹤0.01%	1068
2023 Q3	$5.08K	Buy	+250	New	+$5.4K	﹤0.01%	990

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bartlett & Co Wealth Management's SLV Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares Silver Trust (SLV) position steady in Q2 2026 at 3,321 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Bartlett & Co Wealth Management first reported a position in SLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $219K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Bartlett & Co Wealth Management held 3,321 shares of iShares Silver Trust worth $178K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #508 holding.
Bartlett & Co Wealth Management first reported a position in iShares Silver Trust in Q3 2023 and has held it in 12 quarters since.
Bartlett & Co Wealth Management's iShares Silver Trust position peaked at $219K in Q1 2026.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.