HWM
SLV icon

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

HB 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 		$5.09M Sell
74,754
-2,026
-3% -$154K 0.03% 257
2025
Q4 		$4.95M Sell
76,780
-4,097
-5% -$205K 0.03% 251
2025
Q3 		$3.43M Buy
80,877
+11,869
+17% +$426K 0.02% 307
2025
Q2 		$2.26M Sell
69,008
-10,188
-13% -$312K 0.02% 349
2025
Q1 		$2.45M Buy
79,196
+54,752
+224% +$1.59M 0.02% 345
2024
Q4 		$644K Buy
24,444
+3,756
+18% +$107K 0.01% 542
2024
Q3 		$588K Buy
20,688
+384
+2% +$10.3K 0.01% 536
2024
Q2 		$539K Buy
20,304
+4,900
+32% +$129K 0.01% 524
2024
Q1 		$350K Sell
15,404
-18,312
-54% -$391K ﹤0.01% 606
2023
Q4 		$734K Sell
33,716
-6,403
-16% -$136K 0.01% 371
2023
Q3 		$816K Hold
40,119
– – 0.01% 329
2023
Q2 		$838K Buy
40,119
+28,708
+252% +$638K 0.01% 316
2023
Q1 		$252K Buy
11,411
+1,394
+14% +$28.9K ﹤0.01% 586
2022
Q4 		$221K Sell
10,017
-4,335
-30% -$84.9K ﹤0.01% 619
2022
Q3 		$251K Buy
14,352
+3,439
+32% +$61K 0.01% 478
2022
Q2 		$203K Sell
10,913
-6,574
-38% -$137K ﹤0.01% 551
2022
Q1 		$400K Buy
+17,487
New +$389K 0.01% 385

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

HB Wealth Management reduced its iShares Silver Trust (SLV) stake by 2.6% in Q1 2026, selling an estimated $154K and leaving 74,754 shares worth $5.09M. The position accounts for 0.03% of the portfolio, ranked #257.

HB Wealth Management first reported a position in SLV in Q1 2022 and has held it in 17 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • HB Wealth Management held 74,754 shares of iShares Silver Trust worth $5.09M as of Q1 2026.
  • HB Wealth Management sold 2,026 iShares Silver Trust shares in Q1 2026, an estimated $154K.
  • iShares Silver Trust made up 0.03% of HB Wealth Management's portfolio in Q1 2026, its #257 holding.
  • HB Wealth Management first reported a position in iShares Silver Trust in Q1 2022 and has held it in 17 quarters since.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.