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

Muirfield 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	$1.01M	Sell	14,793 -2,913	-16%	-$221K	0.74%	30
2025 Q4	$1.14M	Buy	+17,706	New	+$886K	0.84%	26
2024 Q4	–	Sell	-33,504	Closed	-$952K	–	68
2024 Q3	$952K	Sell	33,504 -1,028	-3%	-$27.6K	0.81%	32
2024 Q2	$918K	Buy	+34,532	New	+$908K	0.86%	30

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

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

Muirfield Wealth Advisors reduced its iShares Silver Trust (SLV) stake by 16% in Q1 2026, selling an estimated $221K and leaving 14,793 shares worth $1.01M. The position accounts for 0.74% of the portfolio, ranked #30.

Muirfield Wealth Advisors first reported a position in SLV in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.14M in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Muirfield Wealth Advisors held 14,793 shares of iShares Silver Trust worth $1.01M as of Q1 2026.
Muirfield Wealth Advisors sold 2,913 iShares Silver Trust shares in Q1 2026, an estimated $221K.
iShares Silver Trust made up 0.74% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #30 holding.
Muirfield Wealth Advisors first reported a position in iShares Silver Trust in Q2 2024 and has held it in 4 quarters since.
Muirfield Wealth Advisors's iShares Silver Trust position peaked at $1.14M in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.