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

Maridea 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	$528K	Sell	7,742 -5,900	-43%	-$448K	0.08%	243
2025 Q4	$879K	Buy	13,642 +798	+6%	+$40K	0.13%	163
2025 Q3	$613K	Sell	12,844 -166	-1%	-$5.96K	0.1%	204
2025 Q2	$427K	Buy	13,010 +571	+5%	+$17.5K	0.11%	184
2025 Q1	$385K	Sell	12,439 -1,034	-8%	-$30K	0.13%	161
2024 Q4	$355K	Buy	+13,473	New	+$385K	0.11%	156

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

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

Maridea Wealth Management reduced its iShares Silver Trust (SLV) stake by 43% in Q1 2026, selling an estimated $448K and leaving 7,742 shares worth $528K. The position accounts for 0.08% of the portfolio, ranked #243.

Maridea Wealth Management first reported a position in SLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $879K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Maridea Wealth Management held 7,742 shares of iShares Silver Trust worth $528K as of Q1 2026.
Maridea Wealth Management sold 5,900 iShares Silver Trust shares in Q1 2026, an estimated $448K.
iShares Silver Trust made up 0.08% of Maridea Wealth Management's portfolio in Q1 2026, its #243 holding.
Maridea Wealth Management first reported a position in iShares Silver Trust in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's iShares Silver Trust position peaked at $879K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.