Journey Strategic Wealth’s iShares Silver Trust SLV Stock Holding History

Journey Strategic 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 Q1	$479K	Sell	7,029 -22,294	-76%	-$1.69M	0.01%	357
2025 Q4	$1.89M	Sell	29,323 -6,046	-17%	-$303K	0.05%	103
2025 Q3	$1.5M	Sell	35,369 -19,050	-35%	-$684K	0.04%	121
2025 Q2	$1.79M	Buy	54,419 +18,450	+51%	+$564K	0.06%	101
2025 Q1	$1.11M	Buy	35,969 +22,200	+161%	+$645K	0.04%	122
2024 Q4	$363K	Buy	13,769 +3,205	+30%	+$91.6K	0.01%	291
2024 Q3	$300K	Buy	10,564 +1,595	+18%	+$42.9K	0.01%	338
2024 Q2	$238K	Buy	+8,969	New	+$236K	0.01%	312
2022 Q4	–	Sell	-11,000	Closed	-$193K	–	257
2022 Q3	$193K	Sell	11,000 -20,000	-65%	-$354K	0.03%	161
2022 Q2	$578K	Buy	+31,000	New	+$646K	0.08%	51

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

Journey Strategic Wealth's SLV Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares Silver Trust (SLV) stake by 76% in Q1 2026, selling an estimated $1.69M and leaving 7,029 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #357.

Journey Strategic Wealth first reported a position in SLV in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.89M in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Journey Strategic Wealth held 7,029 shares of iShares Silver Trust worth $479K as of Q1 2026.
Journey Strategic Wealth sold 22,294 iShares Silver Trust shares in Q1 2026, an estimated $1.69M.
iShares Silver Trust made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #357 holding.
Journey Strategic Wealth first reported a position in iShares Silver Trust in Q2 2022 and has held it in 10 quarters since.
Journey Strategic Wealth's iShares Silver Trust position peaked at $1.89M in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.