OWP
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Obermeyer Wealth Partners’s iShares Silver Trust SLV Stock Holding History

Obermeyer Wealth Partners’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 		$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

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

Obermeyer Wealth Partners's SLV Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its iShares Silver Trust (SLV) stake by 12% in Q1 2026, buying an estimated $62.8K and bringing the position to 7,587 shares worth $517K. The position accounts for 0.02% of the portfolio, ranked #170.

Obermeyer Wealth Partners first reported a position in SLV in Q2 2013 and has held it in 30 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Obermeyer Wealth Partners held 7,587 shares of iShares Silver Trust worth $517K as of Q1 2026.
  • Obermeyer Wealth Partners bought 826 iShares Silver Trust shares in Q1 2026, an estimated $62.8K.
  • iShares Silver Trust made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #170 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Silver Trust in Q2 2013 and has held it in 30 quarters since.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.