NW
SLV icon

NewEdge Wealth’s iShares Silver Trust SLV Stock Holding History

NewEdge Wealth’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 		$1.12M Buy
20,854
+454
+2% +$30.1K 0.01% 638
2026
Q1 		$1.39M Sell
20,400
-22,526
-52% -$1.71M 0.02% 528
2025
Q4 		$2.77M Sell
42,926
-269
-0.6% -$13.5K 0.03% 367
2025
Q3 		$1.89M Buy
43,195
+21,551
+100% +$774K 0.03% 412
2025
Q2 		$752K Buy
21,644
+2,229
+11% +$68.2K 0.01% 599
2025
Q1 		$602K Sell
19,415
-29
-0.1% -$843 0.01% 596
2024
Q4 		$512K Buy
19,444
+3,479
+22% +$99.4K 0.01% 627
2024
Q3 		$454K Sell
15,965
-768
-5% -$20.6K 0.01% 642
2024
Q2 		$445K Sell
16,733
-250
-1% -$6.58K 0.01% 573
2024
Q1 		$414K Buy
16,983
+3,588
+27% +$76.6K 0.01% 599
2023
Q4 		$292K Sell
13,395
-716
-5% -$15.2K 0.01% 627
2023
Q3 		$287K Sell
14,111
-22,403
-61% -$484K 0.01% 553
2023
Q2 		$763K Sell
36,514
-2,736
-7% -$60.8K 0.03% 394
2023
Q1 		$868K Buy
39,250
+19,740
+101% +$409K 0.03% 327
2022
Q4 		$430K Hold
19,510
– – 0.02% 391
2022
Q3 		$341K Buy
+19,510
New +$346K 0.02% 402

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Wealth's SLV Position: Q2 2026 in Review

NewEdge Wealth increased its iShares Silver Trust (SLV) stake by 2.2% in Q2 2026, buying an estimated $30.1K and bringing the position to 20,854 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #638.

NewEdge Wealth first reported a position in SLV in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.77M in Q4 2025. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • NewEdge Wealth held 20,854 shares of iShares Silver Trust worth $1.12M as of Q2 2026.
  • NewEdge Wealth bought 454 iShares Silver Trust shares in Q2 2026, an estimated $30.1K.
  • iShares Silver Trust made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #638 holding.
  • NewEdge Wealth first reported a position in iShares Silver Trust in Q3 2022 and has held it in 16 quarters since.
  • NewEdge Wealth's iShares Silver Trust position peaked at $2.77M in Q4 2025.
  • 1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.