BCS Private Wealth Management’s iShares Silver Trust SLV Stock Holding History

BCS Private 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	$838K	Sell	12,295 -770	-6%	-$58.5K	0.25%	75
2025 Q4	$842K	Sell	13,065 -21,910	-63%	-$1.1M	0.29%	65
2025 Q3	$1.48M	Buy	34,975 +2,875	+9%	+$103K	0.53%	44
2025 Q2	$1.05M	Buy	+32,100	New	+$982K	0.4%	50

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

BCS Private Wealth Management's SLV Position: Q1 2026 in Review

BCS Private Wealth Management reduced its iShares Silver Trust (SLV) stake by 5.9% in Q1 2026, selling an estimated $58.5K and leaving 12,295 shares worth $838K. The position accounts for 0.25% of the portfolio, ranked #75.

BCS Private Wealth Management first reported a position in SLV in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.48M in Q3 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

BCS Private Wealth Management held 12,295 shares of iShares Silver Trust worth $838K as of Q1 2026.
BCS Private Wealth Management sold 770 iShares Silver Trust shares in Q1 2026, an estimated $58.5K.
iShares Silver Trust made up 0.25% of BCS Private Wealth Management's portfolio in Q1 2026, its #75 holding.
BCS Private Wealth Management first reported a position in iShares Silver Trust in Q2 2025 and has held it in 4 quarters since.
BCS Private Wealth Management's iShares Silver Trust position peaked at $1.48M in Q3 2025.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.