Linscomb Wealth’s iShares Silver Trust SLV Stock Holding History

Linscomb 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	$323K	Buy	4,736 +764	+19%	+$58K	0.01%	282
2025 Q4	$256K	Buy	+3,972	New	+$199K	0.01%	278
2021 Q1	–	Sell	-12,612	Closed	-$310K	–	338
2020 Q4	$310K	Buy	12,612 +42	+0.3%	+$955	0.02%	251
2020 Q3	$272K	Buy	+12,570	New	+$286K	0.02%	255
2017 Q4	–	Sell	-12,613	Closed	-$199K	–	278
2017 Q3	$199K	Hold	12,613	–	–	0.02%	258
2017 Q2	$198K	Buy	+12,613	New	+$205K	0.02%	242
2017 Q1	–	Sell	-10,018	Closed	-$151K	–	259
2016 Q4	$151K	Hold	10,018	–	–	0.01%	253
2016 Q3	$182K	Buy	+10,018	New	+$187K	0.02%	241

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

Linscomb Wealth's SLV Position: Q1 2026 in Review

Linscomb Wealth increased its iShares Silver Trust (SLV) stake by 19% in Q1 2026, buying an estimated $58K and bringing the position to 4,736 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #282.

Linscomb Wealth first reported a position in SLV in Q3 2016 and has held it in 8 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Linscomb Wealth held 4,736 shares of iShares Silver Trust worth $323K as of Q1 2026.
Linscomb Wealth bought 764 iShares Silver Trust shares in Q1 2026, an estimated $58K.
iShares Silver Trust made up 0.01% of Linscomb Wealth's portfolio in Q1 2026, its #282 holding.
Linscomb Wealth first reported a position in iShares Silver Trust in Q3 2016 and has held it in 8 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.