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
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 $1.66T 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

Betterment LLC's SLV Position: Q1 2026 in Review

Betterment LLC increased its iShares Silver Trust (SLV) stake by 60% in Q1 2026, buying an estimated $883K and bringing the position to 30,978 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Betterment LLC first reported a position in SLV in Q3 2023 and has held it in 11 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Betterment LLC held 30,978 shares of iShares Silver Trust worth $2.11M as of Q1 2026.
  • Betterment LLC bought 11,621 iShares Silver Trust shares in Q1 2026, an estimated $883K.
  • iShares Silver Trust made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #240 holding.
  • Betterment LLC first reported a position in iShares Silver Trust in Q3 2023 and has held it in 11 quarters since.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.