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

Birchcreek 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
Q2 		$229K Buy
+4,285
New +$284K 0.09% 128
2021
Q1 		– Sell
-1,974
Closed -$48K – 257
2020
Q4 		$48K Buy
+1,974
New +$44.9K 0.05% 224

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

Birchcreek Wealth Management's SLV Position: Q2 2026 in Review

Birchcreek Wealth Management opened a new position in iShares Silver Trust (SLV) in Q2 2026: 4,285 shares worth $229K. The stake represents 0.09% of the portfolio and ranks #128 among its holdings. This is a return to the name: Birchcreek Wealth Management previously reported a position in SLV as recently as Q4 2020.

Birchcreek Wealth Management first reported a position in SLV in Q4 2020 and has held it in 2 quarters since. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Birchcreek Wealth Management held 4,285 shares of iShares Silver Trust worth $229K as of Q2 2026.
  • iShares Silver Trust was a new Birchcreek Wealth Management position in Q2 2026.
  • iShares Silver Trust made up 0.09% of Birchcreek Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Birchcreek Wealth Management first reported a position in iShares Silver Trust in Q4 2020 and has held it in 2 quarters since.
  • 1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.