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Patten Group’s iShares Silver Trust SLV Stock Holding History

Patten Group’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 		$2.48M Sell
36,465
-1,447
-4% -$110K 0.43% 67
2025
Q4 		$2.44M Buy
37,912
+501
+1% +$25.1K 0.45% 62
2025
Q3 		$1.59M Buy
37,411
+5,347
+17% +$192K 0.31% 100
2025
Q2 		$1.05M Buy
32,064
+2,669
+9% +$81.6K 0.22% 124
2025
Q1 		$911K Buy
29,395
+3,465
+13% +$101K 0.21% 133
2024
Q4 		$683K Buy
25,930
+101
+0.4% +$2.88K 0.15% 159
2024
Q3 		$734K Hold
25,829
– – 0.16% 152
2024
Q2 		$686K Buy
25,829
+8,067
+45% +$212K 0.16% 148
2024
Q1 		$404K Sell
17,762
-500
-3% -$10.7K 0.1% 188
2023
Q4 		$398K Buy
18,262
+4,222
+30% +$89.9K 0.11% 174
2023
Q3 		$286K Hold
14,040
– – 0.09% 201
2023
Q2 		$293K Sell
14,040
-3,012
-18% -$67K 0.04% 201
2023
Q1 		$377K Buy
17,052
+251
+1% +$5.2K 0.11% 179
2022
Q4 		$370K Buy
16,801
+5,121
+44% +$100K 0.12% 179
2022
Q3 		$216K Sell
11,680
-638
-5% -$11.3K 0.07% 225
2022
Q2 		$219K Buy
12,318
+2,805
+29% +$58.5K 0.07% 228
2022
Q1 		$218K Buy
+9,513
New +$211K 0.06% 248
2019
Q1 		– Sell
-235
Closed -$3K – 475
2018
Q4 		$3K Buy
+235
New +$3.21K ﹤0.01% 518
2018
Q1 		– Sell
-1,225
Closed -$20K – 602
2017
Q4 		$20K Hold
1,225
– – 0.01% 433
2017
Q3 		$19K Hold
1,225
– – 0.01% 424
2017
Q2 		$19K Sell
1,225
-3,000
-71% -$48.9K 0.01% 438
2017
Q1 		$72K Buy
4,225
+1,225
+41% +$20.3K 0.03% 278
2016
Q4 		$49K Hold
3,000
– – 0.02% 309
2016
Q3 		$49.8K Buy
+3,000
New +$55.9K 0.02% 314

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

Patten Group's SLV Position: Q1 2026 in Review

Patten Group reduced its iShares Silver Trust (SLV) stake by 3.8% in Q1 2026, selling an estimated $110K and leaving 36,465 shares worth $2.48M. The position accounts for 0.43% of the portfolio, ranked #67.

Patten Group first reported a position in SLV in Q3 2016 and has held it in 24 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Patten Group held 36,465 shares of iShares Silver Trust worth $2.48M as of Q1 2026.
  • Patten Group sold 1,447 iShares Silver Trust shares in Q1 2026, an estimated $110K.
  • iShares Silver Trust made up 0.43% of Patten Group's portfolio in Q1 2026, its #67 holding.
  • Patten Group first reported a position in iShares Silver Trust in Q3 2016 and has held it in 24 quarters since.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.