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 Q1	–	Sell	-9,300	Closed	-$297K	–	1266
2025 Q4	$297K	Buy	+9,300	New	+$466K	﹤0.01%	1025

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.