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

Trueblood 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 		$375K Sell
5,506
-3
-0.1% -$228 0.15% 177
2025
Q4 		$355K Hold
5,509
– – 0.14% 182
2025
Q3 		$233K Buy
+5,509
New +$198K 0.09% 230
2024
Q3 		– Sell
-11,681
Closed -$310K – 234
2024
Q2 		$310K Hold
11,681
– – 0.18% 157
2024
Q1 		$266K Sell
11,681
-10
-0.1% -$214 0.15% 175
2023
Q4 		$255K Buy
+11,691
New +$249K 0.16% 170

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

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

Trueblood Wealth Management reduced its iShares Silver Trust (SLV) stake by 0.05% in Q1 2026, selling an estimated $228 and leaving 5,506 shares worth $375K. The position accounts for 0.15% of the portfolio, ranked #177.

Trueblood Wealth Management first reported a position in SLV in Q4 2023 and has held it in 6 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Trueblood Wealth Management held 5,506 shares of iShares Silver Trust worth $375K as of Q1 2026.
  • Trueblood Wealth Management sold 3 iShares Silver Trust shares in Q1 2026, an estimated $228.
  • iShares Silver Trust made up 0.15% of Trueblood Wealth Management's portfolio in Q1 2026, its #177 holding.
  • Trueblood Wealth Management first reported a position in iShares Silver Trust in Q4 2023 and has held it in 6 quarters since.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

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