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

Kingsview 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
2024
Q2 		– Sell
-20,000
Closed -$2.9K – 1112
2024
Q1 		$2.9K Buy
+20,000
New +$427K ﹤0.01% 1009
2021
Q3 		– Sell
-2,500
Closed -$1K – 1002
2021
Q2 		$1K Buy
+2,500
New +$61.9K ﹤0.01% 907

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

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

Kingsview Wealth Management increased its iShares Silver Trust (SLV) stake by 12% in Q1 2026, buying an estimated $767K and bringing the position to 94,390 shares worth $6.43M. The position accounts for 0.09% of the portfolio, ranked #244.

Kingsview Wealth Management first reported a position in SLV in Q1 2017 and has held it in 25 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Kingsview Wealth Management held 94,390 shares of iShares Silver Trust worth $6.43M as of Q1 2026.
  • Kingsview Wealth Management bought 10,099 iShares Silver Trust shares in Q1 2026, an estimated $767K.
  • iShares Silver Trust made up 0.09% of Kingsview Wealth Management's portfolio in Q1 2026, its #244 holding.
  • Kingsview Wealth Management first reported a position in iShares Silver Trust in Q1 2017 and has held it in 25 quarters since.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.