Corient Private Wealth
SLV icon

Corient Private Wealth’s iShares Silver Trust SLV Stock Holding History

Corient Private Wealth’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 		$9.41M Sell
143,956
-253,008
-64% -$19.2M 0.01% 645
2025
Q4 		$19M Buy
396,964
+300,366
+311% +$15M 0.01% 578
2025
Q3 		$4.09M Buy
96,598
+47,914
+98% +$1.72M 0.01% 782
2025
Q2 		$1.6M Sell
48,684
-26,572
-35% -$813K ﹤0.01% 1138
2025
Q1 		$2.33M Buy
75,256
+23,289
+45% +$677K ﹤0.01% 921
2024
Q4 		$1.05M Sell
51,967
-16,559
-24% -$473K ﹤0.01% 1304
2024
Q3 		$1.95M Buy
68,526
+8,407
+14% +$226K ﹤0.01% 1110
2024
Q2 		$1.61M Buy
60,119
+12,350
+26% +$325K ﹤0.01% 1126
2024
Q1 		$1.12M Sell
47,769
-4,269
-8% -$91.2K ﹤0.01% 1279
2023
Q4 		$1.13M Buy
52,038
+2,894
+6% +$61.6K ﹤0.01% 1236
2023
Q3 		$1,000K Buy
49,144
+22,166
+82% +$479K ﹤0.01% 1184
2023
Q2 		$564K Sell
26,978
-9,674
-26% -$215K ﹤0.01% 1399
2023
Q1 		$811K Buy
36,652
+2,409
+7% +$49.9K ﹤0.01% 1176
2022
Q4 		$754K Buy
+34,243
New +$671K ﹤0.01% 999

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

Corient Private Wealth's SLV Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares Silver Trust (SLV) stake by 64% in Q1 2026, selling an estimated $19.2M and leaving 143,956 shares worth $9.41M. The position accounts for 0.01% of the portfolio, ranked #645.

Corient Private Wealth first reported a position in SLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $19M in Q4 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Corient Private Wealth held 143,956 shares of iShares Silver Trust worth $9.41M as of Q1 2026.
  • Corient Private Wealth sold 253,008 iShares Silver Trust shares in Q1 2026, an estimated $19.2M.
  • iShares Silver Trust made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #645 holding.
  • Corient Private Wealth first reported a position in iShares Silver Trust in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares Silver Trust position peaked at $19M in Q4 2025.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.