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Robertson Stephens Wealth Management’s iShares Silver Trust SLV Stock Holding History

Robertson Stephens 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
Q1 		$4.39M Sell
64,464
-10,028
-13% -$762K 0.12% 133
2025
Q4 		$4.8M Buy
74,492
+54,761
+278% +$2.74M 0.13% 122
2025
Q3 		$836K Sell
19,731
-3,381
-15% -$121K 0.03% 275
2025
Q2 		$758K Buy
23,112
+2,962
+15% +$90.6K 0.02% 300
2025
Q1 		$624K Hold
20,150
– – 0.02% 329
2024
Q4 		$531K Hold
20,150
– – 0.02% 349
2024
Q3 		$572K Sell
20,150
-905
-4% -$24.3K 0.02% 381
2024
Q2 		$559K Buy
21,055
+1,905
+10% +$50.1K 0.03% 319
2024
Q1 		$436K Buy
19,150
+4,885
+34% +$104K 0.02% 363
2023
Q4 		$311K Hold
14,265
– – 0.02% 375
2023
Q3 		$290K Hold
14,265
– – 0.02% 384
2023
Q2 		$298K Sell
14,265
-2,156
-13% -$47.9K 0.02% 357
2023
Q1 		$363K Buy
16,421
+1,156
+8% +$23.9K 0.03% 338
2022
Q4 		$336K Sell
15,265
-102
-0.7% -$2K 0.03% 316
2022
Q3 		$268K Sell
15,367
-8,398
-35% -$149K 0.03% 295
2022
Q2 		$442K Buy
23,765
+4,750
+25% +$99.1K 0.04% 249
2022
Q1 		$435K Buy
19,015
+3,750
+25% +$83.4K 0.04% 264
2021
Q4 		$328K Buy
+15,265
New +$330K 0.03% 306

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

Robertson Stephens Wealth Management's SLV Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its iShares Silver Trust (SLV) stake by 13% in Q1 2026, selling an estimated $762K and leaving 64,464 shares worth $4.39M. The position accounts for 0.12% of the portfolio, ranked #133.

Robertson Stephens Wealth Management first reported a position in SLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.8M in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Robertson Stephens Wealth Management held 64,464 shares of iShares Silver Trust worth $4.39M as of Q1 2026.
  • Robertson Stephens Wealth Management sold 10,028 iShares Silver Trust shares in Q1 2026, an estimated $762K.
  • iShares Silver Trust made up 0.12% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #133 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Silver Trust in Q4 2021 and has held it in 18 quarters since.
  • Robertson Stephens Wealth Management's iShares Silver Trust position peaked at $4.8M in Q4 2025.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.