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

Daymark Wealth Partners’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	$417K	Sell	6,122 -472	-7%	-$35.9K	0.01%	479
2025 Q4	$425K	Sell	6,594 -745	-10%	-$37.3K	0.01%	427
2025 Q3	$311K	Sell	7,339 -719	-9%	-$25.8K	0.01%	471
2025 Q2	$264K	Buy	8,058 +1,537	+24%	+$47K	0.01%	469
2025 Q1	$202K	Buy	+6,521	New	+$189K	0.01%	489

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

Daymark Wealth Partners's SLV Position: Q1 2026 in Review

Daymark Wealth Partners reduced its iShares Silver Trust (SLV) stake by 7.2% in Q1 2026, selling an estimated $35.9K and leaving 6,122 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #479.

Daymark Wealth Partners first reported a position in SLV in Q1 2025 and has held it in 5 quarters since. The position peaked at $425K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Daymark Wealth Partners held 6,122 shares of iShares Silver Trust worth $417K as of Q1 2026.
Daymark Wealth Partners sold 472 iShares Silver Trust shares in Q1 2026, an estimated $35.9K.
iShares Silver Trust made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #479 holding.
Daymark Wealth Partners first reported a position in iShares Silver Trust in Q1 2025 and has held it in 5 quarters since.
Daymark Wealth Partners's iShares Silver Trust position peaked at $425K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.