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

Dakota 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	$1.62M	Buy	23,762 +506	+2%	+$38.4K	0.04%	321
2025 Q4	$1.5M	Buy	23,256 +3,452	+17%	+$173K	0.03%	328
2025 Q3	$839K	Sell	19,804 -1,189	-6%	-$42.7K	0.02%	382
2025 Q2	$689K	Hold	20,993	–	–	0.01%	461
2025 Q1	$651K	Sell	20,993 -480	-2%	-$13.9K	0.02%	461
2024 Q4	$565K	Buy	21,473 +480	+2%	+$13.7K	0.01%	479
2024 Q3	$596K	Buy	20,993 +58	+0.3%	+$1.56K	0.01%	478
2024 Q2	$556K	Sell	20,935 -32	-0.2%	-$842	0.01%	490
2024 Q1	$477K	Buy	+20,967	New	+$448K	0.01%	510

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

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

Dakota Wealth Management increased its iShares Silver Trust (SLV) stake by 2.2% in Q1 2026, buying an estimated $38.4K and bringing the position to 23,762 shares worth $1.62M. The position accounts for 0.04% of the portfolio, ranked #321.

Dakota Wealth Management first reported a position in SLV in Q1 2024 and has held it in 9 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Dakota Wealth Management held 23,762 shares of iShares Silver Trust worth $1.62M as of Q1 2026.
Dakota Wealth Management bought 506 iShares Silver Trust shares in Q1 2026, an estimated $38.4K.
iShares Silver Trust made up 0.04% of Dakota Wealth Management's portfolio in Q1 2026, its #321 holding.
Dakota Wealth Management first reported a position in iShares Silver Trust in Q1 2024 and has held it in 9 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.