Berger Financial Group’s iShares Silver Trust SLV Stock Holding History

Berger Financial Group’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	$772K	Sell	11,329 -820	-7%	-$62.3K	0.04%	237
2025 Q4	$783K	Sell	12,149 -1,675	-12%	-$83.9K	0.05%	234
2025 Q3	$586K	Buy	13,824 +2,115	+18%	+$76K	0.04%	266
2025 Q2	$384K	Buy	11,709 +2,752	+31%	+$84.2K	0.02%	298
2025 Q1	$278K	Buy	8,957 +88	+1%	+$2.56K	0.02%	343
2024 Q4	$234K	Buy	+8,869	New	+$253K	0.02%	370

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

Berger Financial Group's SLV Position: Q1 2026 in Review

Berger Financial Group reduced its iShares Silver Trust (SLV) stake by 6.7% in Q1 2026, selling an estimated $62.3K and leaving 11,329 shares worth $772K. The position accounts for 0.04% of the portfolio, ranked #237.

Berger Financial Group first reported a position in SLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $783K in Q4 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Berger Financial Group held 11,329 shares of iShares Silver Trust worth $772K as of Q1 2026.
Berger Financial Group sold 820 iShares Silver Trust shares in Q1 2026, an estimated $62.3K.
iShares Silver Trust made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #237 holding.
Berger Financial Group first reported a position in iShares Silver Trust in Q4 2024 and has held it in 6 quarters since.
Berger Financial Group's iShares Silver Trust position peaked at $783K in Q4 2025.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.