Investment Partners’s iShares Silver Trust SLV Stock Holding History

Investment 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	$2.97M	Buy	43,635 +735	+2%	+$55.8K	1.06%	24
2025 Q4	$2.76M	Hold	42,900	–	–	0.97%	27
2025 Q3	$1.82M	Hold	42,900	–	–	0.64%	45
2025 Q2	$1.41M	Hold	42,900	–	–	0.53%	54
2025 Q1	$1.33M	Hold	42,900	–	–	0.55%	53
2024 Q4	$1.13M	Hold	42,900	–	–	0.47%	57
2024 Q3	$1.22M	Hold	42,900	–	–	0.51%	55
2024 Q2	$1.14M	Hold	42,900	–	–	0.51%	53
2024 Q1	$976K	Hold	42,900	–	–	0.44%	59
2023 Q4	$934K	Hold	42,900	–	–	0.46%	61
2023 Q3	$873K	Hold	42,900	–	–	0.46%	63
2023 Q2	$896K	Buy	42,900 +700	+2%	+$15.6K	0.47%	61
2023 Q1	$933K	Hold	42,200	–	–	0.49%	60
2022 Q4	$929K	Sell	42,200 -978	-2%	-$19.2K	0.49%	62
2022 Q3	$756K	Buy	43,178 +978	+2%	+$17.3K	0.23%	101
2022 Q2	$787K	Sell	42,200 -570	-1%	-$11.9K	0.38%	68
2022 Q1	$979K	Sell	42,770 -4	-0%	-$89	0.41%	61
2021 Q4	$920K	Buy	42,774 +2,300	+6%	+$49.7K	0.38%	62
2021 Q3	$831K	Buy	40,474 +7,100	+21%	+$160K	0.38%	62
2021 Q2	$808K	Buy	33,374 +12,000	+56%	+$297K	0.37%	60
2021 Q1	$485K	Buy	21,374 +8,000	+60%	+$195K	0.24%	81
2020 Q4	$329K	Sell	13,374 -7,200	-35%	-$164K	0.17%	97
2020 Q3	$445K	Sell	20,574 -20,000	-49%	-$455K	0.27%	76
2020 Q2	$690K	Hold	40,574	–	–	0.41%	61
2020 Q1	$529K	Buy	40,574 +574	+1%	+$9.02K	0.38%	66
2019 Q4	$667K	Hold	40,000	–	–	0.45%	61
2019 Q3	$637K	Hold	40,000	–	–	0.46%	61
2019 Q2	$573K	Hold	40,000	–	–	0.41%	67
2019 Q1	$567K	Hold	40,000	–	–	0.41%	67
2018 Q4	$581K	Hold	40,000	–	–	0.49%	62
2018 Q3	$4.42K	Hold	40,000	–	–	2.46%	9
2018 Q2	$606K	Hold	40,000	–	–	0.45%	59
2018 Q1	$616K	Sell	40,000 -1,000	-2%	-$15.8K	0.46%	62
2017 Q4	$656K	Hold	41,000	–	–	0.49%	60
2017 Q3	$645K	Hold	41,000	–	–	0.55%	58
2017 Q2	$644K	Hold	41,000	–	–	0.59%	60
2017 Q1	$707K	Sell	41,000 -200	-0.5%	-$3.31K	0.68%	54
2016 Q4	$623K	Sell	41,200 -3,172	-7%	-$51.6K	0.61%	59
2016 Q3	$808K	Buy	44,372 +2,422	+6%	+$45.1K	0.46%	72
2016 Q2	$749K	Sell	41,950 -2,782	-6%	-$44.5K	0.75%	51
2016 Q1	$590K	Buy	44,732 +2,422	+6%	+$34.4K	0.38%	76
2015 Q4	$559K	Buy	+42,310	New	+$596K	0.67%	59

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

Investment Partners's SLV Position: Q1 2026 in Review

Investment Partners increased its iShares Silver Trust (SLV) stake by 1.7% in Q1 2026, buying an estimated $55.8K and bringing the position to 43,635 shares worth $2.97M. The position accounts for 1.06% of the portfolio, ranked #24.

Investment Partners first reported a position in SLV in Q4 2015 and has held it in 42 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Investment Partners held 43,635 shares of iShares Silver Trust worth $2.97M as of Q1 2026.
Investment Partners bought 735 iShares Silver Trust shares in Q1 2026, an estimated $55.8K.
iShares Silver Trust made up 1.06% of Investment Partners's portfolio in Q1 2026, its #24 holding.
Investment Partners first reported a position in iShares Silver Trust in Q4 2015 and has held it in 42 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.