FWL Investment Management’s iShares Silver Trust SLV Stock Holding History

FWL Investment 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	$794K	Buy	11,649 +11,620	+40,069%	+$883K	0.17%	59
2025 Q4	$1.87K	Buy	+29	New	+$1.45K	﹤0.01%	340
2021 Q3	–	Sell	-225,625	Closed	-$5.46M	–	52
2021 Q2	$5.46M	Buy	225,625 +94,690	+72%	+$2.35M	3.32%	12
2021 Q1	$2.97M	Buy	+130,935	New	+$3.19M	2%	23

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

FWL Investment Management's SLV Position: Q1 2026 in Review

FWL Investment Management increased its iShares Silver Trust (SLV) stake by 40,069% in Q1 2026, buying an estimated $883K and bringing the position to 11,649 shares worth $794K. The position accounts for 0.17% of the portfolio, ranked #59.

FWL Investment Management first reported a position in SLV in Q1 2021 and has held it in 4 quarters since. The position peaked at $5.46M in Q2 2021. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

FWL Investment Management held 11,649 shares of iShares Silver Trust worth $794K as of Q1 2026.
FWL Investment Management bought 11,620 iShares Silver Trust shares in Q1 2026, an estimated $883K.
iShares Silver Trust made up 0.17% of FWL Investment Management's portfolio in Q1 2026, its #59 holding.
FWL Investment Management first reported a position in iShares Silver Trust in Q1 2021 and has held it in 4 quarters since.
FWL Investment Management's iShares Silver Trust position peaked at $5.46M in Q2 2021.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

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