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

Liberty 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	$435K	Hold	6,385	–	–	0.05%	157
2025 Q4	$411K	Buy	6,385 +358	+6%	+$17.9K	0.05%	154
2025 Q3	$255K	Buy	+6,027	New	+$216K	0.04%	203
2025 Q1	–	Sell	-7,833	Closed	-$206K	–	194
2024 Q4	$206K	Hold	7,833	–	–	0.03%	204
2024 Q3	$223K	Hold	7,833	–	–	0.04%	195
2024 Q2	$208K	Buy	+7,833	New	+$206K	0.04%	191
2023 Q4	–	Sell	-10,275	Closed	-$209K	–	187
2023 Q3	$209K	Hold	10,275	–	–	0.05%	162
2023 Q2	$215K	Buy	10,275 +525	+5%	+$11.7K	0.05%	174
2023 Q1	$216K	Buy	+9,750	New	+$202K	0.04%	213
2021 Q4	–	Sell	-4,000	Closed	-$82K	–	950
2021 Q3	$82K	Hold	4,000	–	–	0.03%	326
2021 Q2	$97K	Buy	+4,000	New	+$99.1K	0.04%	220
2020 Q4	–	Sell	-519	Closed	-$11K	–	1063
2020 Q3	$11K	Buy	+519	New	+$11.8K	0.01%	503

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

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

Liberty Wealth Management held its iShares Silver Trust (SLV) position steady in Q1 2026 at 6,385 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #157.

Liberty Wealth Management first reported a position in SLV in Q3 2020 and has held it in 12 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Liberty Wealth Management held 6,385 shares of iShares Silver Trust worth $435K as of Q1 2026.
Liberty Wealth Management left its iShares Silver Trust share count unchanged in Q1 2026.
iShares Silver Trust made up 0.05% of Liberty Wealth Management's portfolio in Q1 2026, its #157 holding.
Liberty Wealth Management first reported a position in iShares Silver Trust in Q3 2020 and has held it in 12 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

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