Curated Wealth Partners’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$605K Hold
11,105
– – 0.05% 227
2026
Q2
$594K Hold
11,105
– – 0.07% 94
2026
Q1
$757K Hold
11,105
– – 0.1% 85
2025
Q4
$715K Buy
+11,105
New +$556K 0.08% 90

Other funds holding SLV

Curated Wealth Partners's SLV Position: Q3 2026 in Review

Curated Wealth Partners held its iShares Silver Trust (SLV) position steady in Q3 2026 at 11,105 shares worth $605K. The position accounts for 0.05% of the portfolio, ranked #227.

Curated Wealth Partners first reported a position in SLV in Q4 2025 and has held it in 4 quarters since. The position peaked at $757K in Q1 2026. 922 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Curated Wealth Partners held 11,105 shares of iShares Silver Trust worth $605K as of Q3 2026.
  • Curated Wealth Partners left its iShares Silver Trust share count unchanged in Q3 2026.
  • iShares Silver Trust made up 0.05% of Curated Wealth Partners's portfolio in Q3 2026, its #227 holding.
  • Curated Wealth Partners first reported a position in iShares Silver Trust in Q4 2025 and has held it in 4 quarters since.
  • Curated Wealth Partners's iShares Silver Trust position peaked at $757K in Q1 2026.
  • 922 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.