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Medallion Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Medallion Wealth Advisors’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 		$44.4K Buy
652
+478
+275% +$36.3K 0.01% 495
2025
Q4 		$11.2K Hold
174
– – ﹤0.01% 732
2025
Q3 		$7.37K Hold
174
– – ﹤0.01% 799
2025
Q2 		$5.7K Hold
174
– – ﹤0.01% 814
2025
Q1 		$5.33K Hold
174
– – ﹤0.01% 781
2024
Q4 		$4.58K Buy
+174
New +$4.97K ﹤0.01% 760

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

Medallion Wealth Advisors's SLV Position: Q1 2026 in Review

Medallion Wealth Advisors increased its iShares Silver Trust (SLV) stake by 275% in Q1 2026, buying an estimated $36.3K and bringing the position to 652 shares worth $44.4K. The position accounts for 0.01% of the portfolio, ranked #495.

Medallion Wealth Advisors first reported a position in SLV in Q4 2024 and has held it in 6 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Medallion Wealth Advisors held 652 shares of iShares Silver Trust worth $44.4K as of Q1 2026.
  • Medallion Wealth Advisors bought 478 iShares Silver Trust shares in Q1 2026, an estimated $36.3K.
  • iShares Silver Trust made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #495 holding.
  • Medallion Wealth Advisors first reported a position in iShares Silver Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.