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

IMG 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	$1.45M	Hold	21,306	–	–	0.93%	22
2025 Q4	$1.37M	Sell	21,306 -33,140	-61%	-$1.66M	0.87%	22
2025 Q3	$2.31M	Sell	54,446 -2,037	-4%	-$73.1K	1.56%	16
2025 Q2	$1.85M	Sell	56,483 -5,354	-9%	-$164K	1.44%	18
2025 Q1	$1.92M	Sell	61,837 -13	-0%	-$378	1.72%	16
2024 Q4	$1.63M	Buy	+61,850	New	+$1.77M	1.51%	18

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

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

IMG Wealth Management held its iShares Silver Trust (SLV) position steady in Q1 2026 at 21,306 shares worth $1.45M. The position accounts for 0.93% of the portfolio, ranked #22.

IMG Wealth Management first reported a position in SLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.31M in Q3 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

IMG Wealth Management held 21,306 shares of iShares Silver Trust worth $1.45M as of Q1 2026.
IMG Wealth Management left its iShares Silver Trust share count unchanged in Q1 2026.
iShares Silver Trust made up 0.93% of IMG Wealth Management's portfolio in Q1 2026, its #22 holding.
IMG Wealth Management first reported a position in iShares Silver Trust in Q4 2024 and has held it in 6 quarters since.
IMG Wealth Management's iShares Silver Trust position peaked at $2.31M in Q3 2025.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.