Bedel Financial Consulting’s iShares Silver Trust SLV Stock Holding History

Bedel Financial Consulting’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	$252K	Sell	3,694 -715	-16%	-$54.3K	0.03%	252
2025 Q4	$284K	Buy	+4,409	New	+$221K	0.03%	230
2022 Q2	–	Sell	-1,089	Closed	-$25K	–	771
2022 Q1	$25K	Hold	1,089	–	–	0.01%	511
2021 Q4	$23K	Buy	1,089 +310	+40%	+$6.7K	0.01%	540
2021 Q3	$16K	Hold	779	–	–	0.01%	590
2021 Q2	$19K	Buy	779 +184	+31%	+$4.56K	0.01%	569
2021 Q1	$14K	Buy	+595	New	+$14.5K	0.01%	583

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

Bedel Financial Consulting's SLV Position: Q1 2026 in Review

Bedel Financial Consulting reduced its iShares Silver Trust (SLV) stake by 16% in Q1 2026, selling an estimated $54.3K and leaving 3,694 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #252.

Bedel Financial Consulting first reported a position in SLV in Q1 2021 and has held it in 7 quarters since. The position peaked at $284K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Bedel Financial Consulting held 3,694 shares of iShares Silver Trust worth $252K as of Q1 2026.
Bedel Financial Consulting sold 715 iShares Silver Trust shares in Q1 2026, an estimated $54.3K.
iShares Silver Trust made up 0.03% of Bedel Financial Consulting's portfolio in Q1 2026, its #252 holding.
Bedel Financial Consulting first reported a position in iShares Silver Trust in Q1 2021 and has held it in 7 quarters since.
Bedel Financial Consulting's iShares Silver Trust position peaked at $284K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.