WCG Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

WCG Wealth 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	$1.02M	Sell	14,924 -418	-3%	-$31.8K	0.03%	377
2025 Q4	$988K	Buy	15,342 +1,699	+12%	+$85.1K	0.03%	362
2025 Q3	$578K	Buy	13,643 +33	+0.2%	+$1.19K	0.04%	279
2025 Q2	$447K	Sell	13,610 -813	-6%	-$24.9K	0.03%	304
2025 Q1	$447K	Sell	14,423 -437	-3%	-$12.7K	0.03%	247
2024 Q4	$391K	Buy	14,860 +61	+0.4%	+$1.74K	0.03%	280
2024 Q3	$420K	Buy	14,799 +2,834	+24%	+$76.2K	0.03%	283
2024 Q2	$318K	Buy	11,965 +600	+5%	+$15.8K	0.02%	263
2024 Q1	$259K	Sell	11,365 -815	-7%	-$17.4K	0.02%	252
2023 Q4	$265K	Buy	12,180 +336	+3%	+$7.15K	0.02%	287
2023 Q3	$241K	Buy	+11,844	New	+$256K	0.02%	273

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

WCG Wealth Advisors's SLV Position: Q1 2026 in Review

WCG Wealth Advisors reduced its iShares Silver Trust (SLV) stake by 2.7% in Q1 2026, selling an estimated $31.8K and leaving 14,924 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #377.

WCG Wealth Advisors first reported a position in SLV in Q3 2023 and has held it in 11 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

WCG Wealth Advisors held 14,924 shares of iShares Silver Trust worth $1.02M as of Q1 2026.
WCG Wealth Advisors sold 418 iShares Silver Trust shares in Q1 2026, an estimated $31.8K.
iShares Silver Trust made up 0.03% of WCG Wealth Advisors's portfolio in Q1 2026, its #377 holding.
WCG Wealth Advisors first reported a position in iShares Silver Trust in Q3 2023 and has held it in 11 quarters since.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.