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

Modern 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	$888K	Sell	13,028 -1,752	-12%	-$133K	0.02%	441
2025 Q4	$952K	Buy	14,780 +1,801	+14%	+$90.2K	0.02%	410
2025 Q3	$550K	Buy	12,979 +4,226	+48%	+$152K	0.01%	490
2025 Q2	$287K	Buy	8,753 +1,144	+15%	+$35K	0.01%	620
2025 Q1	$236K	Buy	+7,609	New	+$221K	0.01%	597

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

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

Modern Wealth Management reduced its iShares Silver Trust (SLV) stake by 12% in Q1 2026, selling an estimated $133K and leaving 13,028 shares worth $888K. The position accounts for 0.02% of the portfolio, ranked #441.

Modern Wealth Management first reported a position in SLV in Q1 2025 and has held it in 5 quarters since. The position peaked at $952K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Modern Wealth Management held 13,028 shares of iShares Silver Trust worth $888K as of Q1 2026.
Modern Wealth Management sold 1,752 iShares Silver Trust shares in Q1 2026, an estimated $133K.
iShares Silver Trust made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #441 holding.
Modern Wealth Management first reported a position in iShares Silver Trust in Q1 2025 and has held it in 5 quarters since.
Modern Wealth Management's iShares Silver Trust position peaked at $952K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.