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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Wealth's SLV Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares Silver Trust (SLV) stake by 52% in Q1 2026, selling an estimated $1.71M and leaving 20,400 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #528.

NewEdge Wealth first reported a position in SLV in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.77M in Q4 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • NewEdge Wealth held 20,400 shares of iShares Silver Trust worth $1.39M as of Q1 2026.
  • NewEdge Wealth sold 22,526 iShares Silver Trust shares in Q1 2026, an estimated $1.71M.
  • iShares Silver Trust made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #528 holding.
  • NewEdge Wealth first reported a position in iShares Silver Trust in Q3 2022 and has held it in 15 quarters since.
  • NewEdge Wealth's iShares Silver Trust position peaked at $2.77M in Q4 2025.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.