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

Evermay 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	$1.69M	Sell	24,859 -6,299	-20%	-$479K	0.19%	54
2025 Q4	$2.01M	Sell	31,158 -2,306	-7%	-$115K	0.23%	46
2025 Q3	$1.42M	Hold	33,464	–	–	0.16%	60
2025 Q2	$1.1M	Sell	33,464 -661	-2%	-$20.2K	0.14%	76
2025 Q1	$1.06M	Sell	34,125 -1,691	-5%	-$49.1K	0.14%	75
2024 Q4	$943K	Sell	35,816 -67	-0.2%	-$1.91K	0.14%	82
2024 Q3	$1.02M	Sell	35,883 -41	-0.1%	-$1.1K	0.16%	79
2024 Q2	$955K	Hold	35,924	–	–	0.15%	81
2024 Q1	$817K	Buy	35,924 +34,924	+3,492%	+$746K	0.12%	92
2023 Q4	$21.8K	Sell	1,000 -470	-32%	-$10K	﹤0.01%	389
2023 Q3	$29.9K	Hold	1,470	–	–	0.01%	346
2023 Q2	$30.7K	Hold	1,470	–	–	0.01%	349
2023 Q1	$32.5K	Hold	1,470	–	–	0.01%	335
2022 Q4	$32.4K	Hold	1,470	–	–	0.01%	330
2022 Q3	$26K	Buy	1,470 +470	+47%	+$8.33K	0.01%	325
2022 Q2	$19K	Hold	1,000	–	–	﹤0.01%	343
2022 Q1	$23K	Hold	1,000	–	–	﹤0.01%	358
2021 Q4	$22K	Hold	1,000	–	–	﹤0.01%	349
2021 Q3	$21K	Hold	1,000	–	–	﹤0.01%	338
2021 Q2	$24K	Buy	+1,000	New	+$24.8K	﹤0.01%	345

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

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

Evermay Wealth Management reduced its iShares Silver Trust (SLV) stake by 20% in Q1 2026, selling an estimated $479K and leaving 24,859 shares worth $1.69M. The position accounts for 0.19% of the portfolio, ranked #54.

Evermay Wealth Management first reported a position in SLV in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.01M in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Evermay Wealth Management held 24,859 shares of iShares Silver Trust worth $1.69M as of Q1 2026.
Evermay Wealth Management sold 6,299 iShares Silver Trust shares in Q1 2026, an estimated $479K.
iShares Silver Trust made up 0.19% of Evermay Wealth Management's portfolio in Q1 2026, its #54 holding.
Evermay Wealth Management first reported a position in iShares Silver Trust in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's iShares Silver Trust position peaked at $2.01M in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.