IFWM
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Institute for Wealth Management’s iShares Silver Trust SLV Stock Holding History

Institute for 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 		$232K Buy
+3,406
New +$259K 0.02% 487
2023
Q1 		– Sell
-12,768
Closed -$281K – 465
2022
Q4 		$281K Sell
12,768
-761
-6% -$14.9K 0.06% 365
2022
Q3 		$237K Sell
13,529
-3,183
-19% -$56.4K 0.05% 384
2022
Q2 		$312K Buy
16,712
+1,383
+9% +$28.8K 0.06% 385
2022
Q1 		$351K Buy
15,329
+115
+0.8% +$2.56K 0.06% 376
2021
Q4 		$327K Sell
15,214
-958
-6% -$20.7K 0.05% 359
2021
Q3 		$332K Sell
16,172
-440
-3% -$9.89K 0.06% 348
2021
Q2 		$402K Buy
16,612
+625
+4% +$15.5K 0.07% 312
2021
Q1 		$363K Sell
15,987
-1,650
-9% -$40.2K 0.07% 322
2020
Q4 		$433K Sell
17,637
-168
-0.9% -$3.82K 0.09% 276
2020
Q3 		$385K Buy
+17,805
New +$405K 0.09% 270
2014
Q4 		– Sell
-9,879
Closed -$166K – 52
2014
Q3 		$166K Sell
9,879
-109,055
-92% -$2.06M 0.16% 29
2014
Q2 		$2.41M Buy
118,934
+9,996
+9% +$189K 2.08% 15
2014
Q1 		$2.07M Sell
108,938
-6,747
-6% -$133K 1.78% 21
2013
Q4 		$2.16M Sell
115,685
-13,176
-10% -$264K 1.56% 20
2013
Q3 		$2.69M Buy
+128,861
New +$2.66M 1.85% 22

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

Institute for Wealth Management's SLV Position: Q1 2026 in Review

Institute for Wealth Management opened a new position in iShares Silver Trust (SLV) in Q1 2026: 3,406 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #487 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SLV as recently as Q4 2022.

Institute for Wealth Management first reported a position in SLV in Q3 2013 and has held it in 16 quarters since. The position peaked at $2.69M in Q3 2013. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Institute for Wealth Management held 3,406 shares of iShares Silver Trust worth $232K as of Q1 2026.
  • iShares Silver Trust was a new Institute for Wealth Management position in Q1 2026.
  • iShares Silver Trust made up 0.02% of Institute for Wealth Management's portfolio in Q1 2026, its #487 holding.
  • Institute for Wealth Management first reported a position in iShares Silver Trust in Q3 2013 and has held it in 16 quarters since.
  • Institute for Wealth Management's iShares Silver Trust position peaked at $2.69M in Q3 2013.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.