MassMutual Private Wealth & Trust’s iShares Silver Trust SLV Stock Holding History

MassMutual Private Wealth & Trust’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 Q2	$40.1K	Hold	750	–	–	﹤0.01%	865
2026 Q1	$51.1K	Sell	750 -500	-40%	-$38K	﹤0.01%	761
2025 Q4	$80.5K	Hold	1,250	–	–	﹤0.01%	647
2025 Q3	$53K	Hold	1,250	–	–	﹤0.01%	783
2025 Q2	$41K	Hold	1,250	–	–	﹤0.01%	849
2025 Q1	$38.7K	Sell	1,250 -2,750	-69%	-$79.9K	﹤0.01%	804
2024 Q4	$105K	Hold	4,000	–	–	﹤0.01%	566
2024 Q3	$114K	Sell	4,000 -5,500	-58%	-$148K	﹤0.01%	496
2024 Q2	$252K	Buy	+9,500	New	+$250K	0.01%	370
2022 Q3	–	Sell	-1,260	Closed	-$23K	–	1793
2022 Q2	$23K	Hold	1,260	–	–	﹤0.01%	553
2022 Q1	$29K	Buy	1,260 +770	+157%	+$17.1K	﹤0.01%	535
2021 Q4	$11K	Hold	490	–	–	﹤0.01%	722
2021 Q3	$10K	Hold	490	–	–	﹤0.01%	712
2021 Q2	$12K	Hold	490	–	–	﹤0.01%	652
2021 Q1	$11K	Hold	490	–	–	﹤0.01%	597
2020 Q4	$12K	Hold	490	–	–	﹤0.01%	585
2020 Q3	$11K	Hold	490	–	–	﹤0.01%	566
2020 Q2	$8K	Hold	490	–	–	﹤0.01%	573
2020 Q1	$6K	Hold	490	–	–	﹤0.01%	568
2019 Q4	$8K	Hold	490	–	–	﹤0.01%	660
2019 Q3	$8K	Hold	490	–	–	﹤0.01%	632
2019 Q2	$7K	Sell	490 -300	-38%	-$4.19K	﹤0.01%	628
2019 Q1	$11.2K	Buy	790 +300	+61%	+$4.38K	﹤0.01%	577
2018 Q4	$7.12K	Sell	490 -1,795	-79%	-$24.5K	﹤0.01%	615
2018 Q3	$31.4K	Hold	2,285	–	–	﹤0.01%	467
2018 Q2	$34.6K	Hold	2,285	–	–	﹤0.01%	445
2018 Q1	$35.2K	Hold	2,285	–	–	﹤0.01%	441
2017 Q4	$36.5K	Hold	2,285	–	–	﹤0.01%	472
2017 Q3	$36K	Hold	2,285	–	–	﹤0.01%	552
2017 Q2	$35.9K	Sell	2,285 -500	-18%	-$8.14K	﹤0.01%	529
2017 Q1	$48K	Buy	2,785 +500	+22%	+$8.28K	﹤0.01%	479
2016 Q4	$34.5K	Buy	+2,285	New	+$37.1K	﹤0.01%	383
2016 Q2	$8.75K	Hold	490	–	–	﹤0.01%	521
2016 Q1	$7.19K	Hold	490	–	–	﹤0.01%	581
2015 Q4	$6.46K	Buy	+490	New	+$6.91K	﹤0.01%	536
2014 Q2	–	Sell	-84	Closed	-$1.59K	–	596
2014 Q1	$1.6K	Sell	84 -303	-78%	-$5.96K	﹤0.01%	534
2013 Q4	$7.24K	Buy	+387	New	+$7.76K	0.01%	329

Other funds holding SLV

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MassMutual Private Wealth & Trust's SLV Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its iShares Silver Trust (SLV) position steady in Q2 2026 at 750 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

MassMutual Private Wealth & Trust first reported a position in SLV in Q4 2013 and has held it in 37 quarters since. The position peaked at $252K in Q2 2024. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

MassMutual Private Wealth & Trust held 750 shares of iShares Silver Trust worth $40.1K as of Q2 2026.
MassMutual Private Wealth & Trust left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #865 holding.
MassMutual Private Wealth & Trust first reported a position in iShares Silver Trust in Q4 2013 and has held it in 37 quarters since.
MassMutual Private Wealth & Trust's iShares Silver Trust position peaked at $252K in Q2 2024.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.