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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-1,000
Closed -$64.4K – 658
2025
Q4
$64.4K Buy
+1,000
New +$50.1K ﹤0.01% 629

Other funds holding SLV

Robertson Stephens Wealth Management's SLV Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares Silver Trust (SLV) stake by 0.33% in Q2 2026, buying an estimated $14.1K and bringing the position to 64,676 shares worth $3.46M. The position accounts for 0.09% of the portfolio, ranked #161.

Robertson Stephens Wealth Management first reported a position in SLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.8M in Q4 2025. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Robertson Stephens Wealth Management held 64,676 shares of iShares Silver Trust worth $3.46M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 212 iShares Silver Trust shares in Q2 2026, an estimated $14.1K.
  • iShares Silver Trust made up 0.09% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Silver Trust in Q4 2021 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's iShares Silver Trust position peaked at $4.8M in Q4 2025.
  • 1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.