Triad Wealth Partners’s iShares Silver Trust SLV Stock Holding History

Triad Wealth Partners’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	$644K	Sell	9,448 -527	-5%	-$40K	0.05%	232
2025 Q4	$643K	Buy	9,975 +4,001	+67%	+$200K	0.06%	213
2025 Q3	$253K	Buy	+5,974	New	+$215K	0.03%	321
2024 Q3	–	Sell	-1,100	Closed	-$29.2K	–	760
2024 Q2	$29.2K	Buy	+1,100	New	+$28.9K	0.02%	296

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

Triad Wealth Partners's SLV Position: Q1 2026 in Review

Triad Wealth Partners reduced its iShares Silver Trust (SLV) stake by 5.3% in Q1 2026, selling an estimated $40K and leaving 9,448 shares worth $644K. The position accounts for 0.05% of the portfolio, ranked #232.

Triad Wealth Partners first reported a position in SLV in Q2 2024 and has held it in 4 quarters since. 1,553 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Triad Wealth Partners held 9,448 shares of iShares Silver Trust worth $644K as of Q1 2026.
Triad Wealth Partners sold 527 iShares Silver Trust shares in Q1 2026, an estimated $40K.
iShares Silver Trust made up 0.05% of Triad Wealth Partners's portfolio in Q1 2026, its #232 holding.
Triad Wealth Partners first reported a position in iShares Silver Trust in Q2 2024 and has held it in 4 quarters since.
1,553 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.