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

Tradition 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	$657K	Sell	9,641 -437	-4%	-$33.2K	0.05%	243
2025 Q4	$649K	Sell	10,078 -460	-4%	-$23K	0.05%	245
2025 Q3	$446K	Buy	10,538 +1,327	+14%	+$47.7K	0.03%	308
2025 Q2	$302K	Sell	9,211 -6,759	-42%	-$207K	0.02%	354
2025 Q1	$495K	Sell	15,970 -900	-5%	-$26.1K	0.04%	254
2024 Q4	$444K	Sell	16,870 -580	-3%	-$16.6K	0.04%	269
2024 Q3	$496K	Buy	17,450 +593	+4%	+$15.9K	0.04%	246
2024 Q2	$448K	Sell	16,857 -1,900	-10%	-$50K	0.04%	251
2024 Q1	$427K	Sell	18,757 -480	-2%	-$10.3K	0.04%	247
2023 Q4	$419K	Buy	19,237 +1,006	+6%	+$21.4K	0.04%	223
2023 Q3	$371K	Hold	18,231	–	–	0.04%	219
2023 Q2	$381K	Buy	18,231 +4,499	+33%	+$100K	0.04%	217
2023 Q1	$304K	Buy	13,732 +1,200	+10%	+$24.9K	0.04%	238
2022 Q4	$276K	Sell	12,532 -1,131	-8%	-$22.2K	0.04%	230
2022 Q3	$239K	Sell	13,663 -2,469	-15%	-$43.8K	0.04%	235
2022 Q2	$301K	Hold	16,132	–	–	0.04%	213
2022 Q1	$369K	Hold	16,132	–	–	0.05%	224
2021 Q4	$347K	Sell	16,132 -200	-1%	-$4.32K	0.04%	226
2021 Q3	$335K	Hold	16,332	–	–	0.05%	208
2021 Q2	$396K	Hold	16,332	–	–	0.06%	204
2021 Q1	$371K	Buy	16,332 +3,282	+25%	+$79.9K	0.06%	182
2020 Q4	$321K	Buy	+13,050	New	+$297K	0.06%	189

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

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

Tradition Wealth Management reduced its iShares Silver Trust (SLV) stake by 4.3% in Q1 2026, selling an estimated $33.2K and leaving 9,641 shares worth $657K. The position accounts for 0.05% of the portfolio, ranked #243.

Tradition Wealth Management first reported a position in SLV in Q4 2020 and has held it in 22 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Tradition Wealth Management held 9,641 shares of iShares Silver Trust worth $657K as of Q1 2026.
Tradition Wealth Management sold 437 iShares Silver Trust shares in Q1 2026, an estimated $33.2K.
iShares Silver Trust made up 0.05% of Tradition Wealth Management's portfolio in Q1 2026, its #243 holding.
Tradition Wealth Management first reported a position in iShares Silver Trust in Q4 2020 and has held it in 22 quarters since.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.