IAG Wealth Partners’s iShares Silver Trust SLV Stock Holding History

IAG 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	$74.1K	Hold	1,088	–	–	0.01%	185
2025 Q4	$70.1K	Buy	1,088 +97	+10%	+$4.86K	0.01%	184
2025 Q3	$42K	Sell	991 -964	-49%	-$34.6K	0.01%	231
2025 Q2	$64.1K	Hold	1,955	–	–	0.01%	186
2025 Q1	$60.6K	Buy	1,955 +729	+59%	+$21.2K	0.01%	185
2024 Q4	$32.3K	Sell	1,226 -912	-43%	-$26.1K	0.01%	231
2024 Q3	$60.7K	Buy	2,138 +1,338	+167%	+$36K	0.01%	170
2024 Q2	$21.3K	Hold	800	–	–	﹤0.01%	265
2024 Q1	$18.2K	Hold	800	–	–	﹤0.01%	248
2023 Q4	$17.4K	Hold	800	–	–	﹤0.01%	243
2023 Q3	$16.3K	Hold	800	–	–	﹤0.01%	242
2023 Q2	$16.7K	Hold	800	–	–	﹤0.01%	255
2023 Q1	$17.7K	Hold	800	–	–	﹤0.01%	237
2022 Q4	$17.6K	Hold	800	–	–	0.01%	231
2022 Q3	$14K	Sell	800 -485	-38%	-$8.6K	﹤0.01%	240
2022 Q2	$24K	Hold	1,285	–	–	0.01%	186
2022 Q1	$29K	Hold	1,285	–	–	0.01%	184
2021 Q4	$28K	Sell	1,285 -171	-12%	-$3.69K	0.01%	184
2021 Q3	$30K	Hold	1,456	–	–	0.01%	166
2021 Q2	$36K	Hold	1,456	–	–	0.01%	150
2021 Q1	$34K	Hold	1,456	–	–	0.01%	141
2020 Q4	$36K	Hold	1,456	–	–	0.01%	126
2020 Q3	$32K	Hold	1,456	–	–	0.01%	127
2020 Q2	$25K	Sell	1,456 -1,500	-51%	-$22.9K	0.01%	147
2020 Q1	$39K	Sell	2,956 -1,125	-28%	-$17.7K	0.03%	105
2019 Q4	$69K	Buy	+4,081	New	+$66.1K	0.05%	87

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

IAG Wealth Partners's SLV Position: Q1 2026 in Review

IAG Wealth Partners held its iShares Silver Trust (SLV) position steady in Q1 2026 at 1,088 shares worth $74.1K. The position accounts for 0.01% of the portfolio, ranked #185.

IAG Wealth Partners first reported a position in SLV in Q4 2019 and has held it in 26 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

IAG Wealth Partners held 1,088 shares of iShares Silver Trust worth $74.1K as of Q1 2026.
IAG Wealth Partners left its iShares Silver Trust share count unchanged in Q1 2026.
iShares Silver Trust made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #185 holding.
IAG Wealth Partners first reported a position in iShares Silver Trust in Q4 2019 and has held it in 26 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.