Vontobel Holding
SLV icon

Vontobel Holding’s iShares Silver Trust SLV Stock Holding History

Vontobel Holding’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
Q3 		$2.99M Sell
54,845
-60,789
-53% -$3.44M 0.01% 548
2026
Q2 		$6.18M Buy
115,634
+34,986
+43% +$2.32M 0.02% 406
2026
Q1 		$5.5M Buy
80,648
+42,414
+111% +$3.22M 0.02% 350
2025
Q4 		$2.46M Sell
38,234
-7,234
-16% -$362K 0.01% 530
2025
Q3 		$1.93M Sell
45,468
-57,770
-56% -$2.07M 0.01% 560
2025
Q2 		$3.39M Sell
103,238
-3,041
-3% -$93K 0.01% 428
2025
Q1 		$3.29M Buy
106,279
+1,738
+2% +$50.5K 0.01% 377
2024
Q4 		$2.75M Buy
104,541
+43,139
+70% +$1.23M 0.01% 398
2024
Q3 		$1.74M Buy
61,402
+31,601
+106% +$849K 0.01% 479
2024
Q2 		$792K Sell
29,801
-641
-2% -$16.9K ﹤0.01% 630
2024
Q1 		$693K Sell
30,442
-9,123
-23% -$195K 0.01% 679
2023
Q4 		$862K Buy
39,565
+10,179
+35% +$217K 0.01% 637
2023
Q3 		$598K Sell
29,386
-4,271
-13% -$92.3K 0.01% 714
2023
Q2 		$703K Buy
33,657
+1,533
+5% +$34.1K 0.01% 702
2023
Q1 		$711K Sell
32,124
-1,300
-4% -$26.9K 0.01% 689
2022
Q4 		$736K Sell
33,424
-6,152
-16% -$121K 0.01% 651
2022
Q3 		$693K Buy
39,576
+21,821
+123% +$387K 0.01% 631
2022
Q2 		$331K Buy
17,755
+3,935
+28% +$82.1K ﹤0.01% 823
2022
Q1 		$316K Sell
13,820
-71,289
-84% -$1.58M ﹤0.01% 904
2021
Q4 		$1.83M Buy
85,109
+3,500
+4% +$75.6K 0.02% 465
2021
Q3 		$1.68M Hold
81,609
– – 0.01% 483
2021
Q2 		$1.98M Buy
81,609
+14,221
+21% +$352K 0.02% 440
2021
Q1 		$1.53M Buy
+67,388
New +$1.64M 0.01% 454

Other funds holding SLV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Walser Wealth Management
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Vontobel Holding's SLV Position: Q3 2026 in Review

Vontobel Holding reduced its iShares Silver Trust (SLV) stake by 53% in Q3 2026, selling an estimated $3.44M and leaving 54,845 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #548.

Vontobel Holding first reported a position in SLV in Q1 2021 and has held it in 23 quarters since. The position peaked at $6.18M in Q2 2026. 727 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Vontobel Holding held 54,845 shares of iShares Silver Trust worth $2.99M as of Q3 2026.
  • Vontobel Holding sold 60,789 iShares Silver Trust shares in Q3 2026, an estimated $3.44M.
  • iShares Silver Trust made up 0.01% of Vontobel Holding's portfolio in Q3 2026, its #548 holding.
  • Vontobel Holding first reported a position in iShares Silver Trust in Q1 2021 and has held it in 23 quarters since.
  • Vontobel Holding's iShares Silver Trust position peaked at $6.18M in Q2 2026.
  • 727 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.