Gen-Wealth Partners’s iShares Silver Trust SLV Stock Holding History

Gen-Wealth Partners’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	$898K	Buy	13,181 +168	+1%	+$12.8K	0.28%	74
2025 Q4	$838K	Hold	13,013	–	–	0.27%	75
2025 Q3	$551K	Buy	13,013 +110	+0.9%	+$3.95K	0.19%	127
2025 Q2	$423K	Hold	12,903	–	–	0.16%	150
2025 Q1	$400K	Hold	12,903	–	–	0.17%	151
2024 Q4	$340K	Hold	12,903	–	–	0.15%	151
2024 Q3	$398K	Buy	12,903 +4,354	+51%	+$117K	0.17%	149
2024 Q2	$227K	Hold	8,549	–	–	0.11%	185
2024 Q1	$194K	Buy	+8,549	New	+$183K	0.1%	204

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

Gen-Wealth Partners's SLV Position: Q1 2026 in Review

Gen-Wealth Partners increased its iShares Silver Trust (SLV) stake by 1.3% in Q1 2026, buying an estimated $12.8K and bringing the position to 13,181 shares worth $898K. The position accounts for 0.28% of the portfolio, ranked #74.

Gen-Wealth Partners first reported a position in SLV in Q1 2024 and has held it in 9 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Gen-Wealth Partners held 13,181 shares of iShares Silver Trust worth $898K as of Q1 2026.
Gen-Wealth Partners bought 168 iShares Silver Trust shares in Q1 2026, an estimated $12.8K.
iShares Silver Trust made up 0.28% of Gen-Wealth Partners's portfolio in Q1 2026, its #74 holding.
Gen-Wealth Partners first reported a position in iShares Silver Trust in Q1 2024 and has held it in 9 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.