Gen-Wealth Partners
SLV icon

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
Q3 		$716K Buy
13,141
+60
+0.5% +$3.4K 0.2% 105
2026
Q2 		$699K Sell
13,081
-100
-0.8% -$6.63K 0.19% 111
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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Gen-Wealth Partners's SLV Position: Q3 2026 in Review

Gen-Wealth Partners increased its iShares Silver Trust (SLV) stake by 0.46% in Q3 2026, buying an estimated $3.4K and bringing the position to 13,141 shares worth $716K. The position accounts for 0.2% of the portfolio, ranked #105.

Gen-Wealth Partners first reported a position in SLV in Q1 2024 and has held it in 11 quarters since. The position peaked at $898K in Q1 2026. 1,235 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Gen-Wealth Partners held 13,141 shares of iShares Silver Trust worth $716K as of Q3 2026.
  • Gen-Wealth Partners bought 60 iShares Silver Trust shares in Q3 2026, an estimated $3.4K.
  • iShares Silver Trust made up 0.2% of Gen-Wealth Partners's portfolio in Q3 2026, its #105 holding.
  • Gen-Wealth Partners first reported a position in iShares Silver Trust in Q1 2024 and has held it in 11 quarters since.
  • Gen-Wealth Partners's iShares Silver Trust position peaked at $898K in Q1 2026.
  • 1,235 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.