LCWM
SLV icon

Legacy Capital Wealth Management’s iShares Silver Trust SLV Stock Holding History

Legacy Capital 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 		$466K Sell
6,839
-8,608
-56% -$654K 0.27% 48
2025
Q4 		$995K Buy
+15,447
New +$773K 0.6% 39
2024
Q4 		$223K Buy
+8,471
New +$242K 0.22% 50

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

Legacy Capital Wealth Management's SLV Position: Q1 2026 in Review

Legacy Capital Wealth Management reduced its iShares Silver Trust (SLV) stake by 56% in Q1 2026, selling an estimated $654K and leaving 6,839 shares worth $466K. The position accounts for 0.27% of the portfolio, ranked #48.

Legacy Capital Wealth Management first reported a position in SLV in Q4 2024 and has held it in 3 quarters since. The position peaked at $995K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Legacy Capital Wealth Management held 6,839 shares of iShares Silver Trust worth $466K as of Q1 2026.
  • Legacy Capital Wealth Management sold 8,608 iShares Silver Trust shares in Q1 2026, an estimated $654K.
  • iShares Silver Trust made up 0.27% of Legacy Capital Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Legacy Capital Wealth Management first reported a position in iShares Silver Trust in Q4 2024 and has held it in 3 quarters since.
  • Legacy Capital Wealth Management's iShares Silver Trust position peaked at $995K in Q4 2025.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.