Envestnet Portfolio Solutions
SLV icon

Envestnet Portfolio Solutions’s iShares Silver Trust SLV Stock Holding History

Envestnet Portfolio 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 		– Sell
-25,503
Closed -$1.64M – 1483
2025
Q4 		$1.64M Buy
25,503
+5,082
+25% +$254K 0.01% 595
2025
Q3 		$865K Buy
20,421
+4,930
+32% +$177K ﹤0.01% 790
2025
Q2 		$508K Sell
15,491
-14,640
-49% -$448K ﹤0.01% 1092
2025
Q1 		$934K Buy
30,131
+3,638
+14% +$106K ﹤0.01% 820
2024
Q4 		$698K Buy
26,493
+3,459
+15% +$98.8K ﹤0.01% 1082
2024
Q3 		$654K Sell
23,034
-722
-3% -$19.4K ﹤0.01% 1064
2024
Q2 		$631K Buy
23,756
+1,083
+5% +$28.5K ﹤0.01% 1035
2024
Q1 		$516K Buy
22,673
+4,479
+25% +$95.7K ﹤0.01% 1109
2023
Q4 		$396K Sell
18,194
-342
-2% -$7.28K ﹤0.01% 1147
2023
Q3 		$377K Buy
+18,536
New +$401K ﹤0.01% 1114

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Portfolio Solutions's SLV Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 25,503 shares — an estimated $1.64M sold.

Envestnet Portfolio Solutions first reported a position in SLV in Q3 2023 and held it in 10 quarters. The position peaked at $1.64M in Q4 2025. 1,559 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 25,503 iShares Silver Trust shares in Q1 2026, an estimated $1.64M.
  • Envestnet Portfolio Solutions first reported a position in iShares Silver Trust in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's iShares Silver Trust position peaked at $1.64M in Q4 2025.
  • 1,559 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.