PWM
SLV icon

Perigon Wealth Management’s iShares Silver Trust SLV Stock Holding History

Perigon Wealth Management’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
Q2 		$2.87M Sell
53,754
-7,684
-13% -$509K 0.05% 336
2026
Q1 		$4.19M Sell
61,438
-2,049
-3% -$156K 0.08% 243
2025
Q4 		$4.09M Sell
63,487
-871
-1% -$43.6K 0.07% 239
2025
Q3 		$2.73M Buy
64,358
+34,001
+112% +$1.22M 0.06% 289
2025
Q2 		$996K Buy
+30,357
New +$928K 0.02% 468
2024
Q3 		– Sell
-33,788
Closed -$898K – 1026
2024
Q2 		$898K Buy
+33,788
New +$889K 0.03% 396
2022
Q4 		– Sell
-17,399
Closed -$304K – 711
2022
Q3 		$304K Buy
17,399
+4,668
+37% +$82.7K 0.03% 419
2022
Q2 		$237K Buy
12,731
+1,409
+12% +$29.4K 0.02% 495
2022
Q1 		$259K Buy
11,322
+1,558
+16% +$34.6K 0.02% 515
2021
Q4 		$210K Buy
+9,764
New +$211K 0.02% 550
2021
Q1 		– Sell
-6,586
Closed -$162K – 942
2020
Q4 		$162K Sell
6,586
-3,294
-33% -$74.9K 0.02% 440
2020
Q3 		$214K Sell
9,880
-2,324
-19% -$52.8K 0.03% 360
2020
Q2 		$208K Buy
12,204
+1,600
+15% +$24.5K 0.03% 330
2020
Q1 		$152K Sell
10,604
-1,000
-9% -$15.7K 0.03% 301
2019
Q4 		$197K Sell
11,604
-256
-2% -$4.15K 0.04% 256
2019
Q3 		$193K Sell
11,860
-4,700
-28% -$74.7K 0.05% 229
2019
Q2 		$237K Buy
16,560
+1,100
+7% +$15.4K 0.06% 208
2019
Q1 		$216K Buy
15,460
+300
+2% +$4.38K 0.05% 204
2018
Q4 		$223K Sell
15,160
-3,581
-19% -$48.9K 0.06% 202
2018
Q3 		$257K Buy
+18,741
New +$264K 0.06% 198
2018
Q2 		– Sell
-941
Closed -$15K – 534
2018
Q1 		$15K Buy
+941
New +$14.9K 0.01% 473

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Perigon Wealth Management's SLV Position: Q2 2026 in Review

Perigon Wealth Management reduced its iShares Silver Trust (SLV) stake by 13% in Q2 2026, selling an estimated $509K and leaving 53,754 shares worth $2.87M. The position accounts for 0.05% of the portfolio, ranked #336.

Perigon Wealth Management first reported a position in SLV in Q1 2018 and has held it in 21 quarters since. The position peaked at $4.19M in Q1 2026. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Perigon Wealth Management held 53,754 shares of iShares Silver Trust worth $2.87M as of Q2 2026.
  • Perigon Wealth Management sold 7,684 iShares Silver Trust shares in Q2 2026, an estimated $509K.
  • iShares Silver Trust made up 0.05% of Perigon Wealth Management's portfolio in Q2 2026, its #336 holding.
  • Perigon Wealth Management first reported a position in iShares Silver Trust in Q1 2018 and has held it in 21 quarters since.
  • Perigon Wealth Management's iShares Silver Trust position peaked at $4.19M in Q1 2026.
  • 1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.