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

Jessup 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	–	Sell	-1,155	Closed	-$74.4K	–	302
2025 Q4	$74.4K	Sell	1,155 -5,263	-82%	-$263K	0.02%	126
2025 Q3	$272K	Hold	6,418	–	–	0.1%	68
2025 Q2	$211K	Buy	+6,418	New	+$196K	0.08%	75
2024 Q4	–	Sell	-7,323	Closed	-$208K	–	73
2024 Q3	$208K	Buy	+7,323	New	+$197K	0.1%	54

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

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

Jessup Wealth Management sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 1,155 shares — an estimated $74.4K sold.

Jessup Wealth Management first reported a position in SLV in Q3 2024 and held it in 4 quarters. The position peaked at $272K in Q3 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Jessup Wealth Management reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 1,155 iShares Silver Trust shares in Q1 2026, an estimated $74.4K.
Jessup Wealth Management first reported a position in iShares Silver Trust in Q3 2024 and held it in 4 quarters.
Jessup Wealth Management's iShares Silver Trust position peaked at $272K in Q3 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

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