IronBridge Private Wealth’s iShares Silver Trust SLV Stock Holding History

IronBridge Private Wealth’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 Q2	$4.64M	Buy	86,692 +15,221	+21%	+$1.01M	1.52%	18
2026 Q1	$4.87M	Buy	71,471 +40,967	+134%	+$3.11M	1.57%	21
2025 Q4	$1.97M	Hold	30,504	–	–	0.62%	29
2025 Q3	$1.29M	Buy	+30,504	New	+$1.1M	0.41%	31

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IronBridge Private Wealth's SLV Position: Q2 2026 in Review

IronBridge Private Wealth increased its iShares Silver Trust (SLV) stake by 21% in Q2 2026, buying an estimated $1.01M and bringing the position to 86,692 shares worth $4.64M. The position accounts for 1.52% of the portfolio, ranked #18.

IronBridge Private Wealth first reported a position in SLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.87M in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

IronBridge Private Wealth held 86,692 shares of iShares Silver Trust worth $4.64M as of Q2 2026.
IronBridge Private Wealth bought 15,221 iShares Silver Trust shares in Q2 2026, an estimated $1.01M.
iShares Silver Trust made up 1.52% of IronBridge Private Wealth's portfolio in Q2 2026, its #18 holding.
IronBridge Private Wealth first reported a position in iShares Silver Trust in Q3 2025 and has held it in 4 quarters since.
IronBridge Private Wealth's iShares Silver Trust position peaked at $4.87M in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on IronBridge Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.