Obermeyer Wealth Partners’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $303K | Sell |
5,562
-345
| -6% | -$19.5K | 0.01% | 250 |
|
|
2026
Q2 | $316K | Sell |
5,907
-1,680
| -22% | -$111K | 0.01% | 238 |
|
|
2026
Q1 | $517K | Buy |
7,587
+826
| +12% | +$62.8K | 0.02% | 170 |
|
|
2025
Q4 | $436K | Sell |
6,761
-1,128
| -14% | -$56.5K | 0.02% | 190 |
|
|
2025
Q3 | $334K | Hold |
7,889
| – | – | 0.02% | 218 |
|
|
2025
Q2 | $259K | Buy |
7,889
+375
| +5% | +$11.5K | 0.01% | 237 |
|
|
2025
Q1 | $233K | Sell |
7,514
-8,548
| -53% | -$248K | 0.01% | 235 |
|
|
2024
Q4 | $423K | Hold |
16,062
| – | – | 0.02% | 170 |
|
|
2024
Q3 | $456K | Hold |
16,062
| – | – | 0.02% | 161 |
|
|
2024
Q2 | $427K | Hold |
16,062
| – | – | 0.02% | 159 |
|
|
2024
Q1 | $365K | Sell |
16,062
-6,500
| -29% | -$139K | 0.02% | 169 |
|
|
2023
Q4 | $491K | Buy |
22,562
+6,500
| +40% | +$138K | 0.03% | 114 |
|
|
2023
Q3 | $327K | Buy |
16,062
+2,376
| +17% | +$51.3K | 0.02% | 148 |
|
|
2023
Q2 | $286K | Hold |
13,686
| – | – | 0.02% | 165 |
|
|
2023
Q1 | $303K | Hold |
13,686
| – | – | 0.02% | 158 |
|
|
2022
Q4 | $301K | Hold |
13,686
| – | – | 0.02% | 161 |
|
|
2022
Q3 | $240K | Sell |
13,686
-20
| -0.1% | -$354 | 0.02% | 180 |
|
|
2022
Q2 | $255K | Sell |
13,706
-639
| -4% | -$13.3K | 0.02% | 162 |
|
|
2022
Q1 | $328K | Hold |
14,345
| – | – | 0.02% | 162 |
|
|
2021
Q4 | $309K | Buy |
+14,345
| New | +$310K | 0.02% | 173 |
|
|
2016
Q4 | – | Sell |
-11,184
| Closed | -$204K | – | 134 |
|
|
2016
Q3 | $204K | Sell |
11,184
-250
| -2% | -$4.65K | 0.02% | 124 |
|
|
2016
Q2 | $204K | Sell |
11,434
-235
| -2% | -$3.76K | 0.02% | 124 |
|
|
2016
Q1 | $171K | Buy |
+11,669
| New | +$166K | 0.02% | 120 |
|
|
2015
Q3 | – | Sell |
-17,112
| Closed | -$257K | – | 125 |
|
|
2015
Q2 | $257K | Sell |
17,112
-1,735
| -9% | -$27.2K | 0.02% | 113 |
|
|
2015
Q1 | $300K | Hold |
18,847
| – | – | 0.02% | 114 |
|
|
2014
Q4 | $284K | Buy |
18,847
+1,445
| +8% | +$22.9K | 0.03% | 117 |
|
|
2014
Q3 | $285K | Sell |
17,402
-2,680
| -13% | -$50.7K | 0.07% | 49 |
|
|
2014
Q2 | $407K | Sell |
20,082
-1,355
| -6% | -$25.6K | 0.1% | 42 |
|
|
2014
Q1 | $408K | Buy |
21,437
+1,935
| +10% | +$38.1K | 0.1% | 42 |
|
|
2013
Q4 | $365K | Sell |
19,502
-235
| -1% | -$4.71K | 0.09% | 45 |
|
|
2013
Q3 | $413K | Buy |
19,737
+800
| +4% | +$16.5K | 0.12% | 42 |
|
|
2013
Q2 | $359K | Buy |
+18,937
| New | +$424K | 0.1% | 45 |
|
Other funds holding SLV
Obermeyer Wealth Partners's SLV Position: Q3 2026 in Review
Obermeyer Wealth Partners reduced its iShares Silver Trust (SLV) stake by 5.8% in Q3 2026, selling an estimated $19.5K and leaving 5,562 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #250.
Obermeyer Wealth Partners first reported a position in SLV in Q2 2013 and has held it in 32 quarters since. The position peaked at $517K in Q1 2026. 1,121 funds tracked by Wall St. Rank hold SLV as of Q3 2026.
- Obermeyer Wealth Partners held 5,562 shares of iShares Silver Trust worth $303K as of Q3 2026.
- Obermeyer Wealth Partners sold 345 iShares Silver Trust shares in Q3 2026, an estimated $19.5K.
- iShares Silver Trust made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #250 holding.
- Obermeyer Wealth Partners first reported a position in iShares Silver Trust in Q2 2013 and has held it in 32 quarters since.
- Obermeyer Wealth Partners's iShares Silver Trust position peaked at $517K in Q1 2026.
- 1,121 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.
Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.