Heritage Wealth Architects’s iShares Silver Trust SLV Stock Holding History

Heritage Wealth Architects’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	–	Sell	-2,599	Closed	-$241K	–	79
2025 Q4	$241K	Buy	+2,599	New	+$130K	0.11%	69

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

Heritage Wealth Architects's SLV Position: Q1 2026 in Review

Heritage Wealth Architects sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 2,599 shares — an estimated $241K sold.

Heritage Wealth Architects first reported a position in SLV in Q4 2025 and held it in 1 quarter. The position peaked at $241K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Heritage Wealth Architects reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Architects sold 2,599 iShares Silver Trust shares in Q1 2026, an estimated $241K.
Heritage Wealth Architects first reported a position in iShares Silver Trust in Q4 2025 and held it in 1 quarter.
Heritage Wealth Architects's iShares Silver Trust position peaked at $241K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Heritage Wealth Architects's 13F filing for Q1 2026, filed 4 May 2026.