Discipline Wealth Solutions’s iShares Silver Trust SLV Stock Holding History

Discipline Wealth Solutions’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	$2.38M	Sell	34,978 -5,233	-13%	-$398K	0.25%	57
2025 Q4	$2.59M	Buy	40,211 +1,055	+3%	+$52.8K	0.48%	43
2025 Q3	$1.66M	Sell	39,156 -827	-2%	-$29.7K	0.44%	45
2025 Q2	$1.31M	Buy	39,983 +5,426	+16%	+$166K	0.5%	34
2025 Q1	$1.07M	Buy	34,557 +21,949	+174%	+$638K	0.51%	27
2024 Q4	$332K	Buy	+12,608	New	+$360K	0.15%	64

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

Discipline Wealth Solutions's SLV Position: Q1 2026 in Review

Discipline Wealth Solutions reduced its iShares Silver Trust (SLV) stake by 13% in Q1 2026, selling an estimated $398K and leaving 34,978 shares worth $2.38M. The position accounts for 0.25% of the portfolio, ranked #57.

Discipline Wealth Solutions first reported a position in SLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.59M in Q4 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Discipline Wealth Solutions held 34,978 shares of iShares Silver Trust worth $2.38M as of Q1 2026.
Discipline Wealth Solutions sold 5,233 iShares Silver Trust shares in Q1 2026, an estimated $398K.
iShares Silver Trust made up 0.25% of Discipline Wealth Solutions's portfolio in Q1 2026, its #57 holding.
Discipline Wealth Solutions first reported a position in iShares Silver Trust in Q4 2024 and has held it in 6 quarters since.
Discipline Wealth Solutions's iShares Silver Trust position peaked at $2.59M in Q4 2025.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.