Simplicity Wealth’s iShares Silver Trust SLV Stock Holding History

Simplicity Wealth’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	$1.31M	Buy	19,282 +2,572	+15%	+$195K	0.07%	245
2025 Q4	$1.08M	Buy	16,710 +3,985	+31%	+$199K	0.06%	264
2025 Q3	$539K	Sell	12,725 -4,265	-25%	-$153K	0.03%	423
2025 Q2	$557K	Buy	+16,990	New	+$520K	0.02%	432
2024 Q3	–	Sell	-1,363,798	Closed	-$36.2M	–	1084
2024 Q2	$36.2M	Sell	1,363,798 -270,624	-17%	-$7.12M	0.82%	19
2024 Q1	$31.5M	Buy	+1,634,422	New	+$34.9M	0.75%	21

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

Simplicity Wealth's SLV Position: Q1 2026 in Review

Simplicity Wealth increased its iShares Silver Trust (SLV) stake by 15% in Q1 2026, buying an estimated $195K and bringing the position to 19,282 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #245.

Simplicity Wealth first reported a position in SLV in Q1 2024 and has held it in 6 quarters since. The position peaked at $36.2M in Q2 2024. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Simplicity Wealth held 19,282 shares of iShares Silver Trust worth $1.31M as of Q1 2026.
Simplicity Wealth bought 2,572 iShares Silver Trust shares in Q1 2026, an estimated $195K.
iShares Silver Trust made up 0.07% of Simplicity Wealth's portfolio in Q1 2026, its #245 holding.
Simplicity Wealth first reported a position in iShares Silver Trust in Q1 2024 and has held it in 6 quarters since.
Simplicity Wealth's iShares Silver Trust position peaked at $36.2M in Q2 2024.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.