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Bogart Wealth LLC’s iShares Silver Trust SLV Stock Holding History

Bogart Wealth 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
2023
Q1 		– Sell
-8,000
Closed -$176 – 1193
2022
Q4 		$176 Buy
+8,000
New +$157K ﹤0.01% 965

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

Bogart Wealth LLC's SLV Position: Q1 2026 in Review

Bogart Wealth LLC reduced its iShares Silver Trust (SLV) stake by 26% in Q1 2026, selling an estimated $286K and leaving 10,692 shares worth $729K. The position accounts for 0.03% of the portfolio, ranked #144.

Bogart Wealth LLC first reported a position in SLV in Q3 2017 and has held it in 31 quarters since. The position peaked at $931K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Bogart Wealth LLC held 10,692 shares of iShares Silver Trust worth $729K as of Q1 2026.
  • Bogart Wealth LLC sold 3,763 iShares Silver Trust shares in Q1 2026, an estimated $286K.
  • iShares Silver Trust made up 0.03% of Bogart Wealth LLC's portfolio in Q1 2026, its #144 holding.
  • Bogart Wealth LLC first reported a position in iShares Silver Trust in Q3 2017 and has held it in 31 quarters since.
  • Bogart Wealth LLC's iShares Silver Trust position peaked at $931K in Q4 2025.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.