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

Evercore 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	$1.31M	Sell	19,179 -12,879	-40%	-$979K	0.02%	197
2025 Q4	$2.07M	Sell	32,058 -10,000	-24%	-$501K	0.03%	157
2025 Q3	$1.78M	Buy	42,058 +5,000	+13%	+$180K	0.03%	169
2025 Q2	$1.22M	Hold	37,058	–	–	0.02%	194
2025 Q1	$1.15M	Buy	37,058 +100	+0.3%	+$2.91K	0.02%	210
2024 Q4	$973K	Hold	36,958	–	–	0.01%	220
2024 Q3	$1.05M	Hold	36,958	–	–	0.02%	216
2024 Q2	$982K	Hold	36,958	–	–	0.02%	216
2024 Q1	$841K	Hold	36,958	–	–	0.01%	232
2023 Q4	$805K	Sell	36,958 -15,000	-29%	-$319K	0.01%	235
2023 Q3	$1.06M	Hold	51,958	–	–	0.02%	211
2023 Q2	$1.09M	Buy	51,958 +5,619	+12%	+$125K	0.02%	207
2023 Q1	$1.03M	Buy	46,339 +9,500	+26%	+$197K	0.02%	212
2022 Q4	$811K	Sell	36,839 -271	-0.7%	-$5.31K	0.02%	231
2022 Q3	$649K	Sell	37,110 -3,000	-7%	-$53.2K	0.01%	232
2022 Q2	$748K	Hold	40,110	–	–	0.02%	231
2022 Q1	$918K	Hold	40,110	–	–	0.02%	233
2021 Q4	$864K	Sell	40,110 -8,459	-17%	-$183K	0.01%	242
2021 Q3	$997K	Buy	48,569 +34	+0.1%	+$764	0.02%	222
2021 Q2	$1.18M	Sell	48,535 -17,500	-27%	-$433K	0.02%	209
2021 Q1	$1.5M	Sell	66,035 -11,500	-15%	-$280K	0.03%	189
2020 Q4	$1.91M	Buy	77,535 +3,500	+5%	+$79.6K	0.04%	163
2020 Q3	$1.6M	Hold	74,035	–	–	0.04%	160
2020 Q2	$1.26M	Buy	74,035 +2,000	+3%	+$30.6K	0.03%	175
2020 Q1	$940K	Buy	72,035 +15,000	+26%	+$236K	0.03%	185
2019 Q4	$951K	Hold	57,035	–	–	0.03%	208
2019 Q3	$908K	Hold	57,035	–	–	0.03%	216
2019 Q2	$818K	Hold	57,035	–	–	0.02%	228
2019 Q1	$809K	Hold	57,035	–	–	0.03%	222
2018 Q4	$829K	Buy	57,035 +3,000	+6%	+$41K	0.03%	197
2018 Q3	$742K	Sell	54,035 -2,500	-4%	-$35.2K	0.02%	233
2018 Q2	$857K	Sell	56,535 -3,000	-5%	-$46.7K	0.03%	218
2018 Q1	$917K	Hold	59,535	–	–	0.04%	189
2017 Q4	$952K	Hold	59,535	–	–	0.04%	193
2017 Q3	$937K	Buy	59,535 +6,102	+11%	+$97.2K	0.04%	186
2017 Q2	$840K	Hold	53,433	–	–	0.03%	196
2017 Q1	$921K	Hold	53,433	–	–	0.04%	188
2016 Q4	$808K	Buy	53,433 +15,000	+39%	+$244K	0.03%	200
2016 Q3	$699K	Buy	38,433 +1,000	+3%	+$18.6K	0.03%	211
2016 Q2	$668K	Buy	37,433 +4,500	+14%	+$72K	0.03%	210
2016 Q1	$483K	Hold	32,933	–	–	0.02%	247
2015 Q4	$435K	Hold	32,933	–	–	0.02%	268
2015 Q3	$457K	Buy	32,933 +1,500	+5%	+$21.4K	0.02%	266
2015 Q2	$473K	Buy	31,433 +16,239	+107%	+$255K	0.02%	281
2015 Q1	$243K	Buy	+15,194	New	+$243K	0.01%	383
2014 Q4	–	Sell	-16,258	Closed	-$266K	–	968
2014 Q3	$266K	Buy	16,258 +9,237	+132%	+$175K	0.01%	352
2014 Q2	$143K	Buy	7,021 +2,000	+40%	+$37.8K	0.01%	449
2014 Q1	$95K	Hold	5,021	–	–	0.01%	495
2013 Q4	$94K	Hold	5,021	–	–	0.01%	467
2013 Q3	$105K	Hold	5,021	–	–	0.01%	481
2013 Q2	$95K	Buy	+5,021	New	+$113K	0.01%	497

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

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

Evercore Wealth Management reduced its iShares Silver Trust (SLV) stake by 40% in Q1 2026, selling an estimated $979K and leaving 19,179 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #197.

Evercore Wealth Management first reported a position in SLV in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.07M in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Evercore Wealth Management held 19,179 shares of iShares Silver Trust worth $1.31M as of Q1 2026.
Evercore Wealth Management sold 12,879 iShares Silver Trust shares in Q1 2026, an estimated $979K.
iShares Silver Trust made up 0.02% of Evercore Wealth Management's portfolio in Q1 2026, its #197 holding.
Evercore Wealth Management first reported a position in iShares Silver Trust in Q2 2013 and has held it in 51 quarters since.
Evercore Wealth Management's iShares Silver Trust position peaked at $2.07M in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.