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Sound View Wealth Advisors Group’s iShares Silver Trust SLV Stock Holding History

Sound View Wealth Advisors Group’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 		$3.39M Sell
49,713
-4,692
-9% -$357K 0.23% 96
2025
Q4 		$3.5M Sell
54,405
-311
-0.6% -$15.6K 0.24% 94
2025
Q3 		$2.32M Buy
54,716
+6,094
+13% +$219K 0.16% 123
2025
Q2 		$1.6M Buy
48,622
+336
+0.7% +$10.3K 0.12% 143
2025
Q1 		$1.5M Hold
48,286
– – 0.12% 142
2024
Q4 		$1.27M Buy
48,286
+3,946
+9% +$113K 0.1% 160
2024
Q3 		$1.26M Buy
44,340
+19,436
+78% +$522K 0.1% 163
2024
Q2 		$662K Buy
24,904
+7,475
+43% +$197K 0.07% 207
2024
Q1 		$397K Buy
17,429
+574
+3% +$12.3K 0.04% 267
2023
Q4 		$367K Buy
16,855
+5,148
+44% +$110K 0.04% 276
2023
Q3 		$238K Sell
11,707
-439
-4% -$9.49K 0.03% 322
2023
Q2 		$254K Buy
12,146
+439
+4% +$9.76K 0.03% 310
2023
Q1 		$259K Sell
11,707
-5,148
-31% -$107K 0.04% 307
2022
Q4 		$367K Buy
+16,855
New +$330K 0.04% 276

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

Sound View Wealth Advisors Group's SLV Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its iShares Silver Trust (SLV) stake by 8.6% in Q1 2026, selling an estimated $357K and leaving 49,713 shares worth $3.39M. The position accounts for 0.23% of the portfolio, ranked #96.

Sound View Wealth Advisors Group first reported a position in SLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.5M in Q4 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Sound View Wealth Advisors Group held 49,713 shares of iShares Silver Trust worth $3.39M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 4,692 iShares Silver Trust shares in Q1 2026, an estimated $357K.
  • iShares Silver Trust made up 0.23% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #96 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Silver Trust in Q4 2022 and has held it in 14 quarters since.
  • Sound View Wealth Advisors Group's iShares Silver Trust position peaked at $3.5M in Q4 2025.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.