Cherry Tree Wealth Management’s iShares Silver Trust SLV Stock Holding History

Cherry Tree 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	$122K	Hold	1,789	–	–	0.03%	196
2025 Q4	$115K	Hold	1,789	–	–	0.02%	209
2025 Q3	$75.8K	Hold	1,789	–	–	0.02%	235
2025 Q2	$58.7K	Sell	1,789 -778	-30%	-$23.8K	0.01%	248
2025 Q1	$79.6K	Hold	2,567	–	–	0.02%	229
2024 Q4	$67.6K	Hold	2,567	–	–	0.02%	236
2024 Q3	$72.9K	Hold	2,567	–	–	0.02%	238
2024 Q2	$68.2K	Hold	2,567	–	–	0.02%	235
2024 Q1	$58.4K	Hold	2,567	–	–	0.01%	240
2023 Q4	$55.9K	Hold	2,567	–	–	0.01%	236
2023 Q3	$52.2K	Hold	2,567	–	–	0.02%	230
2023 Q2	$53.6K	Buy	+2,567	New	+$57.1K	0.02%	225

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cherry Tree Wealth Management's SLV Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares Silver Trust (SLV) position steady in Q1 2026 at 1,789 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #196.

Cherry Tree Wealth Management first reported a position in SLV in Q2 2023 and has held it in 12 quarters since. 1,559 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Cherry Tree Wealth Management held 1,789 shares of iShares Silver Trust worth $122K as of Q1 2026.
Cherry Tree Wealth Management left its iShares Silver Trust share count unchanged in Q1 2026.
iShares Silver Trust made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #196 holding.
Cherry Tree Wealth Management first reported a position in iShares Silver Trust in Q2 2023 and has held it in 12 quarters since.
1,559 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.