VestGen Advisors’s iShares Silver Trust SLV Stock Holding History

VestGen Advisors’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	$3.73M	Buy	47,430 +6,423	+16%	+$488K	0.1%	179
2025 Q4	$2.64M	Buy	41,007 +4,727	+13%	+$237K	0.11%	190
2025 Q3	$1.54M	Buy	36,280 +7,574	+26%	+$272K	0.05%	300
2025 Q2	$954K	Buy	28,706 +17,979	+168%	+$550K	0.04%	334
2025 Q1	$332K	Buy	+10,727	New	+$312K	0.02%	440

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

VestGen Advisors's SLV Position: Q1 2026 in Review

VestGen Advisors increased its iShares Silver Trust (SLV) stake by 16% in Q1 2026, buying an estimated $488K and bringing the position to 47,430 shares worth $3.73M. The position accounts for 0.1% of the portfolio, ranked #179.

VestGen Advisors first reported a position in SLV in Q1 2025 and has held it in 5 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

VestGen Advisors held 47,430 shares of iShares Silver Trust worth $3.73M as of Q1 2026.
VestGen Advisors bought 6,423 iShares Silver Trust shares in Q1 2026, an estimated $488K.
iShares Silver Trust made up 0.1% of VestGen Advisors's portfolio in Q1 2026, its #179 holding.
VestGen Advisors first reported a position in iShares Silver Trust in Q1 2025 and has held it in 5 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.