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

LJI 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 		$545K Sell
8,000
-14,500
-64% -$1.1M 0.09% 95
2025
Q4 		$1.45M Buy
22,500
+13,400
+147% +$671K 0.22% 51
2025
Q3 		$386K Buy
+9,100
New +$327K 0.07% 114

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

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

LJI Wealth Management increased its iShares Silver Trust (SLV) stake by 214% in Q1 2026, buying an estimated $277K and bringing the position to 5,344 shares worth $364K. The position accounts for 0.06% of the portfolio, ranked #135.

LJI Wealth Management first reported a position in SLV in Q3 2025 and has held it in 3 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • LJI Wealth Management held 5,344 shares of iShares Silver Trust worth $364K as of Q1 2026.
  • LJI Wealth Management bought 3,644 iShares Silver Trust shares in Q1 2026, an estimated $277K.
  • iShares Silver Trust made up 0.06% of LJI Wealth Management's portfolio in Q1 2026, its #135 holding.
  • LJI Wealth Management first reported a position in iShares Silver Trust in Q3 2025 and has held it in 3 quarters since.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.