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

MY 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	$4.23M	Buy	+136,392	New	+$10.4M	4.09%	10
2025 Q2	–	Sell	-136,392	Closed	-$4.22M	–	32
2025 Q1	$4.22M	Sell	136,392 -49,726	-27%	-$1.44M	4.09%	10
2024 Q4	$4.9M	Sell	186,118 -99,422	-35%	-$2.84M	4.89%	9
2024 Q3	$8.11M	Buy	285,540 +88,157	+45%	+$2.37M	8.23%	4
2024 Q2	$5.24M	Sell	197,383 -2,478	-1%	-$65.2K	5.97%	6
2024 Q1	$4.55M	Sell	199,861 -67,975	-25%	-$1.45M	5.02%	10
2023 Q4	$5.83M	Sell	267,836 -5,564	-2%	-$118K	5.49%	6
2023 Q3	$5.56M	Sell	273,400 -2,061	-0.7%	-$44.5K	5.53%	6
2023 Q2	$5.75M	Buy	275,461 +131,082	+91%	+$2.91M	5.25%	6
2023 Q1	$3.19M	Buy	+144,379	New	+$2.99M	3.2%	13

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

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

MY Wealth Management opened a new position in iShares Silver Trust (SLV) in Q1 2026: 136,392 shares worth $4.23M. The stake represents 4.09% of the portfolio and ranks #10 among its holdings. This is a return to the name: MY Wealth Management previously reported a position in SLV as recently as Q1 2025.

MY Wealth Management first reported a position in SLV in Q1 2023 and has held it in 10 quarters since. The position peaked at $8.11M in Q3 2024. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

MY Wealth Management held 136,392 shares of iShares Silver Trust worth $4.23M as of Q1 2026.
iShares Silver Trust was a new MY Wealth Management position in Q1 2026.
iShares Silver Trust made up 4.09% of MY Wealth Management's portfolio in Q1 2026, its #10 holding.
MY Wealth Management first reported a position in iShares Silver Trust in Q1 2023 and has held it in 10 quarters since.
MY Wealth Management's iShares Silver Trust position peaked at $8.11M in Q3 2024.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.