LWM
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Laidlaw Wealth Management’s iShares Silver Trust SLV Stock Holding History

Laidlaw 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 		$395K Sell
5,800
-8,463
-59% -$643K 1.37% 25
2025
Q4 		$919K Sell
14,263
-6,039
-30% -$302K 2.84% 9
2025
Q3 		$860K Buy
20,302
+3,580
+21% +$129K 2.05% 16
2025
Q2 		$549K Buy
16,722
+6,329
+61% +$194K 1.58% 23
2025
Q1 		$322K Sell
10,393
-55,091
-84% -$1.6M 0.95% 27
2024
Q4 		$1.72M Buy
65,484
+2,555
+4% +$73K 0.75% 38
2024
Q3 		$1.79M Sell
62,929
-862
-1% -$23.2K 0.88% 31
2024
Q2 		$1.69M Buy
63,791
+11,042
+21% +$290K 0.93% 28
2024
Q1 		$1.2M Sell
52,749
-4,036
-7% -$86.2K 0.67% 49
2023
Q4 		$1.24M Sell
56,785
-34,373
-38% -$732K 0.45% 69
2023
Q3 		$1.85M Buy
91,158
+973
+1% +$21K 0.61% 43
2023
Q2 		$1.88M Buy
90,185
+6,023
+7% +$134K 0.37% 71
2023
Q1 		$1.86M Buy
84,162
+5,472
+7% +$113K 0.38% 70
2022
Q4 		$1.73M Sell
78,690
-1,512
-2% -$29.6K 0.37% 76
2022
Q3 		$1.4M Buy
80,202
+9,376
+13% +$166K 0.33% 86
2022
Q2 		$1.32M Buy
70,826
+1,125
+2% +$23.5K 0.27% 105
2022
Q1 		$1.59M Buy
69,701
+4,551
+7% +$101K 0.27% 101
2021
Q4 		$1.4M Buy
65,150
+11,293
+21% +$244K 0.22% 118
2021
Q3 		$1.1M Sell
53,857
-1,331
-2% -$29.9K 0.28% 89
2021
Q2 		$1.34M Buy
55,188
+10,561
+24% +$262K 0.34% 76
2021
Q1 		$1.01M Buy
44,627
+12,348
+38% +$301K 0.35% 78
2020
Q4 		$793K Buy
32,279
+19,191
+147% +$436K 0.17% 146
2020
Q3 		$283K Sell
13,088
-3,462
-21% -$78.7K 0.13% 163
2020
Q2 		$282K Buy
+16,550
New +$253K 0.15% 137

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

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

Laidlaw Wealth Management reduced its iShares Silver Trust (SLV) stake by 59% in Q1 2026, selling an estimated $643K and leaving 5,800 shares worth $395K. The position accounts for 1.37% of the portfolio, ranked #25.

Laidlaw Wealth Management first reported a position in SLV in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.88M in Q2 2023. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Laidlaw Wealth Management held 5,800 shares of iShares Silver Trust worth $395K as of Q1 2026.
  • Laidlaw Wealth Management sold 8,463 iShares Silver Trust shares in Q1 2026, an estimated $643K.
  • iShares Silver Trust made up 1.37% of Laidlaw Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Laidlaw Wealth Management first reported a position in iShares Silver Trust in Q2 2020 and has held it in 24 quarters since.
  • Laidlaw Wealth Management's iShares Silver Trust position peaked at $1.88M in Q2 2023.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Laidlaw Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.