Perfromance Wealth Partners’s iShares Silver Trust SLV Stock Holding History

Perfromance 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	$890K	Buy	13,054 +957	+8%	+$72.7K	0.03%	89
2025 Q4	$779K	Buy	12,097 +17	+0.1%	+$851	0.02%	90
2025 Q3	$512K	Hold	12,080	–	–	0.01%	114
2025 Q2	$396K	Hold	12,080	–	–	0.01%	130
2025 Q1	$374K	Hold	12,080	–	–	0.01%	119
2024 Q4	$318K	Hold	12,080	–	–	0.01%	127
2024 Q3	$343K	Buy	12,080 +544	+5%	+$14.6K	0.01%	128
2024 Q2	$307K	Hold	11,536	–	–	0.01%	121
2024 Q1	$262K	Buy	+11,536	New	+$246K	0.01%	132

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Perfromance Wealth Partners increased its iShares Silver Trust (SLV) stake by 7.9% in Q1 2026, buying an estimated $72.7K and bringing the position to 13,054 shares worth $890K. The position accounts for 0.03% of the portfolio, ranked #89.

Perfromance Wealth Partners first reported a position in SLV in Q1 2024 and has held it in 9 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Perfromance Wealth Partners held 13,054 shares of iShares Silver Trust worth $890K as of Q1 2026.
Perfromance Wealth Partners bought 957 iShares Silver Trust shares in Q1 2026, an estimated $72.7K.
iShares Silver Trust made up 0.03% of Perfromance Wealth Partners's portfolio in Q1 2026, its #89 holding.
Perfromance Wealth Partners first reported a position in iShares Silver Trust in Q1 2024 and has held it in 9 quarters since.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.