Bernard Wealth Management’s iShares Silver Trust SLV Stock Holding History

Bernard 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	$10.6K	Buy	155 +80	+107%	+$6.08K	﹤0.01%	223
2025 Q4	$4.83K	Buy	75 +50	+200%	+$2.5K	﹤0.01%	245
2025 Q3	$1.06K	Hold	25	–	–	﹤0.01%	292
2025 Q2	$821	Sell	25 -38	-60%	-$1.16K	﹤0.01%	280
2025 Q1	$1.95K	Sell	63 -1,333	-95%	-$38.7K	﹤0.01%	307
2024 Q4	$36.8K	Buy	+1,396	New	+$39.9K	0.02%	140

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

Bernard Wealth Management's SLV Position: Q1 2026 in Review

Bernard Wealth Management increased its iShares Silver Trust (SLV) stake by 107% in Q1 2026, buying an estimated $6.08K and bringing the position to 155 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Bernard Wealth Management first reported a position in SLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $36.8K in Q4 2024. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Bernard Wealth Management held 155 shares of iShares Silver Trust worth $10.6K as of Q1 2026.
Bernard Wealth Management bought 80 iShares Silver Trust shares in Q1 2026, an estimated $6.08K.
iShares Silver Trust made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #223 holding.
Bernard Wealth Management first reported a position in iShares Silver Trust in Q4 2024 and has held it in 6 quarters since.
Bernard Wealth Management's iShares Silver Trust position peaked at $36.8K in Q4 2024.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.