Lake Street Private Wealth’s iShares Silver Trust SLV Stock Holding History

Lake Street Private 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	$393K	Buy	5,775 +24	+0.4%	+$1.82K	0.05%	188
2025 Q4	$371K	Buy	+5,751	New	+$288K	0.05%	201
2022 Q3	–	Sell	-15,057	Closed	-$281K	–	306
2022 Q2	$281K	Hold	15,057	–	–	0.06%	235
2022 Q1	$345K	Buy	15,057 +100	+0.7%	+$2.22K	0.06%	231
2021 Q4	$322K	Buy	+14,957	New	+$323K	0.06%	250

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

Lake Street Private Wealth's SLV Position: Q1 2026 in Review

Lake Street Private Wealth increased its iShares Silver Trust (SLV) stake by 0.42% in Q1 2026, buying an estimated $1.82K and bringing the position to 5,775 shares worth $393K. The position accounts for 0.05% of the portfolio, ranked #188.

Lake Street Private Wealth first reported a position in SLV in Q4 2021 and has held it in 5 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Lake Street Private Wealth held 5,775 shares of iShares Silver Trust worth $393K as of Q1 2026.
Lake Street Private Wealth bought 24 iShares Silver Trust shares in Q1 2026, an estimated $1.82K.
iShares Silver Trust made up 0.05% of Lake Street Private Wealth's portfolio in Q1 2026, its #188 holding.
Lake Street Private Wealth first reported a position in iShares Silver Trust in Q4 2021 and has held it in 5 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.