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Beaumont Financial Advisors’s iShares Silver Trust SLV Stock Holding History

Beaumont Financial Advisors’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 		$1.04M Sell
15,193
-769
-5% -$58.4K 0.07% 161
2025
Q4 		$1.03M Sell
15,962
-14,010
-47% -$701K 0.07% 161
2025
Q3 		$1.27M Hold
29,972
– – 0.08% 139
2025
Q2 		$983K Sell
29,972
-680
-2% -$20.8K 0.07% 152
2025
Q1 		$950K Sell
30,652
-4,325
-12% -$126K 0.07% 154
2024
Q4 		$921K Sell
34,977
-12,370
-26% -$353K 0.07% 156
2024
Q3 		$1.35M Sell
47,347
-480
-1% -$12.9K 0.11% 124
2024
Q2 		$1.27M Sell
47,827
-170
-0.4% -$4.47K 0.1% 129
2024
Q1 		$1.09M Sell
47,997
-400
-0.8% -$8.54K 0.09% 137
2023
Q4 		$1.05M Sell
48,397
-510
-1% -$10.9K 0.1% 135
2023
Q3 		$995K Sell
48,907
-680
-1% -$14.7K 0.1% 123
2023
Q2 		$1.04M Buy
49,587
+270
+0.5% +$6K 0.1% 129
2023
Q1 		$1.09M Buy
49,317
+125
+0.3% +$2.59K 0.11% 110
2022
Q4 		$1.08M Sell
49,192
-1
-0% -$20 0.11% 113
2022
Q3 		$861K Buy
+49,193
New +$872K 0.08% 130
2018
Q3 		– Sell
-22,330
Closed -$338K – 244
2018
Q2 		$338K Sell
22,330
-400
-2% -$6.23K 0.04% 158
2018
Q1 		$350K Sell
22,730
-340
-1% -$5.37K 0.04% 160
2017
Q4 		$369K Sell
23,070
-130
-0.6% -$2.05K 0.04% 137
2017
Q3 		$365K Sell
23,200
-650
-3% -$10.4K 0.05% 132
2017
Q2 		$375K Sell
23,850
-1,725
-7% -$28.1K 0.05% 134
2017
Q1 		$441K Hold
25,575
– – 0.06% 123
2016
Q4 		$386K Sell
25,575
-84,826
-77% -$1.38M 0.06% 105
2016
Q3 		$2.01M Sell
110,401
-14,314
-11% -$266K 0.32% 83
2016
Q2 		$2.23M Buy
124,715
+102,815
+469% +$1.64M 0.37% 74
2016
Q1 		$349K Buy
21,900
+2,500
+13% +$35.5K 0.06% 103
2015
Q4 		$256K Sell
19,400
-4,080
-17% -$57.5K 0.04% 104
2015
Q3 		$353K Hold
23,480
– – 0.05% 103
2015
Q2 		$353K Buy
23,480
+1,480
+7% +$23.2K 0.05% 103
2015
Q1 		$350K Sell
22,000
-1,725
-7% -$27.6K 0.01% 122
2014
Q4 		$357K Sell
23,725
-960
-4% -$15.2K 0.02% 126
2014
Q3 		$404K Buy
24,685
+625
+3% +$11.8K 0.03% 125
2014
Q2 		$487K Sell
24,060
-5,380
-18% -$102K 0.03% 123
2014
Q1 		$561K Sell
29,440
-119,084
-80% -$2.34M 0.05% 97
2013
Q4 		$2.78M Sell
148,524
-499,361
-77% -$10M 0.23% 78
2013
Q3 		$13.5M Buy
647,885
+608,015
+1,525% +$12.6M 1.2% 28
2013
Q2 		$756K Buy
+39,870
New +$894K 0.07% 100

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

Beaumont Financial Advisors's SLV Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its iShares Silver Trust (SLV) stake by 4.8% in Q1 2026, selling an estimated $58.4K and leaving 15,193 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #161.

Beaumont Financial Advisors first reported a position in SLV in Q2 2013 and has held it in 36 quarters since. The position peaked at $13.5M in Q3 2013. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Beaumont Financial Advisors held 15,193 shares of iShares Silver Trust worth $1.04M as of Q1 2026.
  • Beaumont Financial Advisors sold 769 iShares Silver Trust shares in Q1 2026, an estimated $58.4K.
  • iShares Silver Trust made up 0.07% of Beaumont Financial Advisors's portfolio in Q1 2026, its #161 holding.
  • Beaumont Financial Advisors first reported a position in iShares Silver Trust in Q2 2013 and has held it in 36 quarters since.
  • Beaumont Financial Advisors's iShares Silver Trust position peaked at $13.5M in Q3 2013.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.