JJBC
SLV icon

James J. Burns & Company’s iShares Silver Trust SLV Stock Holding History

James J. Burns & Company’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 		$321K Buy
4,705
+950
+25% +$72.2K 0.04% 118
2025
Q4 		$242K Buy
+3,755
New +$188K 0.03% 146

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

James J. Burns & Company's SLV Position: Q1 2026 in Review

James J. Burns & Company increased its iShares Silver Trust (SLV) stake by 25% in Q1 2026, buying an estimated $72.2K and bringing the position to 4,705 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #118.

James J. Burns & Company first reported a position in SLV in Q4 2025 and has held it in 2 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • James J. Burns & Company held 4,705 shares of iShares Silver Trust worth $321K as of Q1 2026.
  • James J. Burns & Company bought 950 iShares Silver Trust shares in Q1 2026, an estimated $72.2K.
  • iShares Silver Trust made up 0.04% of James J. Burns & Company's portfolio in Q1 2026, its #118 holding.
  • James J. Burns & Company first reported a position in iShares Silver Trust in Q4 2025 and has held it in 2 quarters since.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.