Betterment LLC
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Betterment LLC’s iShares Silver Trust SLV Stock Holding History

Betterment LLC’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
Q2 		$1.4M Sell
26,085
-4,893
-16% -$324K ﹤0.01% 302
2026
Q1 		$2.11M Buy
30,978
+11,621
+60% +$883K ﹤0.01% 240
2025
Q4 		$1.25M Buy
19,357
+5,992
+45% +$300K ﹤0.01% 281
2025
Q3 		$566K Buy
13,365
+874
+7% +$31.4K ﹤0.01% 362
2025
Q2 		$410K Buy
12,491
+1,736
+16% +$53.1K ﹤0.01% 394
2025
Q1 		$333K Buy
10,755
+186
+2% +$5.4K ﹤0.01% 385
2024
Q4 		$278K Sell
10,569
-103
-1% -$2.94K ﹤0.01% 400
2024
Q3 		$303K Buy
10,672
+3,060
+40% +$82.2K ﹤0.01% 366
2024
Q2 		$202K Sell
7,612
-4,753
-38% -$125K ﹤0.01% 389
2024
Q1 		$281K Sell
12,365
-4,066
-25% -$86.9K ﹤0.01% 320
2023
Q4 		$358K Sell
16,431
-2,640
-14% -$56.2K ﹤0.01% 260
2023
Q3 		$388K Buy
+19,071
New +$412K ﹤0.01% 235

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC's SLV Position: Q2 2026 in Review

Betterment LLC reduced its iShares Silver Trust (SLV) stake by 16% in Q2 2026, selling an estimated $324K and leaving 26,085 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Betterment LLC first reported a position in SLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.11M in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Betterment LLC held 26,085 shares of iShares Silver Trust worth $1.4M as of Q2 2026.
  • Betterment LLC sold 4,893 iShares Silver Trust shares in Q2 2026, an estimated $324K.
  • iShares Silver Trust made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #302 holding.
  • Betterment LLC first reported a position in iShares Silver Trust in Q3 2023 and has held it in 12 quarters since.
  • Betterment LLC's iShares Silver Trust position peaked at $2.11M in Q1 2026.
  • 1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.