Private Trust Company’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Private Trust Company’s Portfolio SLVP Stock Details SLVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.28K	Hold	149	–	–	﹤0.01%	2183
2025 Q4	$5.11K	Sell	149 -223	-60%	-$6.56K	﹤0.01%	2159
2025 Q3	$10.2K	Hold	372	–	–	﹤0.01%	1900
2025 Q2	$6.63K	Hold	372	–	–	﹤0.01%	1953
2025 Q1	$5.58K	Hold	372	–	–	﹤0.01%	1991
2024 Q4	$4.29K	Hold	372	–	–	﹤0.01%	2026
2024 Q3	$4.93K	Buy	+372	New	+$4.68K	﹤0.01%	1955

Other funds holding SLVP

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

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

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

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Private Trust Company's SLVP Position: Q1 2026 in Review

Private Trust Company held its iShares MSCI Global Silver and Metals Miners ETF (SLVP) position steady in Q1 2026 at 149 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

Private Trust Company first reported a position in SLVP in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.2K in Q3 2025. 122 funds tracked by Wall St. Rank hold SLVP as of Q1 2026.

Private Trust Company held 149 shares of iShares MSCI Global Silver and Metals Miners ETF worth $5.28K as of Q1 2026.
Private Trust Company left its iShares MSCI Global Silver and Metals Miners ETF share count unchanged in Q1 2026.
iShares MSCI Global Silver and Metals Miners ETF made up ﹤0.01% of Private Trust Company's portfolio in Q1 2026, its #2183 holding.
Private Trust Company first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q3 2024 and has held it in 7 quarters since.
Private Trust Company's iShares MSCI Global Silver and Metals Miners ETF position peaked at $10.2K in Q3 2025.
122 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.