Stapp Wealth Management’s iShares Silver Trust SLV Stock Holding History

Stapp 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	–	Sell	-19,320	Closed	-$1.24M	–	34
2025 Q4	$1.24M	Hold	19,320	–	–	1.6%	17
2025 Q3	$819K	Hold	19,320	–	–	1.1%	19
2025 Q2	$634K	Hold	19,320	–	–	0.91%	19
2025 Q1	$599K	Buy	19,320 +90	+0.5%	+$2.62K	0.92%	16
2024 Q4	$506K	Hold	19,230	–	–	0.79%	14
2024 Q3	$546K	Hold	19,230	–	–	0.88%	14
2024 Q2	$511K	Hold	19,230	–	–	0.89%	14
2024 Q1	$437K	Hold	19,230	–	–	0.76%	14
2023 Q4	$419K	Hold	19,230	–	–	0.7%	18
2023 Q3	$391K	Hold	19,230	–	–	0.75%	18
2023 Q2	$402K	Hold	19,230	–	–	0.8%	17
2023 Q1	$425K	Buy	+19,230	New	+$398K	0.58%	16
2022 Q4	–	Sell	-7,780	Closed	-$136K	–	96
2022 Q3	$136K	Buy	+7,780	New	+$138K	0.4%	19

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

Stapp Wealth Management's SLV Position: Q1 2026 in Review

Stapp Wealth Management sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 19,320 shares — an estimated $1.24M sold.

Stapp Wealth Management first reported a position in SLV in Q3 2022 and held it in 13 quarters. The position peaked at $1.24M in Q4 2025. 1,553 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Stapp Wealth Management reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
Stapp Wealth Management sold 19,320 iShares Silver Trust shares in Q1 2026, an estimated $1.24M.
Stapp Wealth Management first reported a position in iShares Silver Trust in Q3 2022 and held it in 13 quarters.
Stapp Wealth Management's iShares Silver Trust position peaked at $1.24M in Q4 2025.
1,553 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Stapp Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.