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

TCFG 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 		$274K Buy
4,024
+279
+7% +$21.2K 0.1% 206
2025
Q4 		$241K Buy
+3,745
New +$187K 0.09% 224

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

TCFG Wealth Management increased its iShares Silver Trust (SLV) stake by 7.4% in Q1 2026, buying an estimated $21.2K and bringing the position to 4,024 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #206.

TCFG Wealth Management first reported a position in SLV in Q4 2025 and has held it in 2 quarters since. 1,561 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • TCFG Wealth Management held 4,024 shares of iShares Silver Trust worth $274K as of Q1 2026.
  • TCFG Wealth Management bought 279 iShares Silver Trust shares in Q1 2026, an estimated $21.2K.
  • iShares Silver Trust made up 0.1% of TCFG Wealth Management's portfolio in Q1 2026, its #206 holding.
  • TCFG Wealth Management first reported a position in iShares Silver Trust in Q4 2025 and has held it in 2 quarters since.
  • 1,561 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.