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

Chicago 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	$8.97M	Sell	131,611 -168,773	-56%	-$12.8M	3.58%	13
2025 Q4	$19.3M	Sell	300,384 -3,848	-1%	-$193K	7.77%	1
2025 Q3	$12.9M	Sell	304,232 -1,439	-0.5%	-$51.7K	5.62%	4
2025 Q2	$10M	Sell	305,671 -3,429	-1%	-$105K	4.78%	10
2025 Q1	$9.58M	Buy	309,100 +293,816	+1,922%	+$8.54M	5.02%	9
2024 Q4	$402K	Sell	15,284 -126,048	-89%	-$3.6M	0.21%	41
2024 Q3	$4.02M	Buy	141,332 +6,862	+5%	+$184K	2.14%	18
2024 Q2	$3.57M	Buy	+134,470	New	+$3.54M	2.05%	18
2024 Q1	–	Sell	-15,695	Closed	-$342K	–	50
2023 Q4	$342K	Sell	15,695 -219,242	-93%	-$4.67M	0.23%	35
2023 Q3	$4.78M	Buy	+234,937	New	+$5.08M	3.76%	13

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Chicago Wealth Management's SLV Position: Q1 2026 in Review

Chicago Wealth Management reduced its iShares Silver Trust (SLV) stake by 56% in Q1 2026, selling an estimated $12.8M and leaving 131,611 shares worth $8.97M. The position accounts for 3.58% of the portfolio, ranked #13.

Chicago Wealth Management first reported a position in SLV in Q3 2023 and has held it in 10 quarters since. The position peaked at $19.3M in Q4 2025. 1,553 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Chicago Wealth Management held 131,611 shares of iShares Silver Trust worth $8.97M as of Q1 2026.
Chicago Wealth Management sold 168,773 iShares Silver Trust shares in Q1 2026, an estimated $12.8M.
iShares Silver Trust made up 3.58% of Chicago Wealth Management's portfolio in Q1 2026, its #13 holding.
Chicago Wealth Management first reported a position in iShares Silver Trust in Q3 2023 and has held it in 10 quarters since.
Chicago Wealth Management's iShares Silver Trust position peaked at $19.3M in Q4 2025.
1,553 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Chicago Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.