Wealth Effects’s iShares Silver Trust SLV Stock Holding History

Wealth Effects’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	$810K	Sell	11,890 -6,289	-35%	-$478K	0.29%	74
2025 Q4	$1.17M	Buy	18,179 +3,144	+21%	+$157K	0.37%	48
2025 Q3	$637K	Buy	15,035 +5,683	+61%	+$204K	0.2%	95
2025 Q2	$307K	Sell	9,352 -3,137	-25%	-$95.9K	0.11%	145
2025 Q1	$387K	Buy	12,489 +1,700	+16%	+$49.4K	0.16%	117
2024 Q4	$284K	Buy	+10,789	New	+$308K	0.1%	159

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

Wealth Effects's SLV Position: Q1 2026 in Review

Wealth Effects reduced its iShares Silver Trust (SLV) stake by 35% in Q1 2026, selling an estimated $478K and leaving 11,890 shares worth $810K. The position accounts for 0.29% of the portfolio, ranked #74.

Wealth Effects first reported a position in SLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Wealth Effects held 11,890 shares of iShares Silver Trust worth $810K as of Q1 2026.
Wealth Effects sold 6,289 iShares Silver Trust shares in Q1 2026, an estimated $478K.
iShares Silver Trust made up 0.29% of Wealth Effects's portfolio in Q1 2026, its #74 holding.
Wealth Effects first reported a position in iShares Silver Trust in Q4 2024 and has held it in 6 quarters since.
Wealth Effects's iShares Silver Trust position peaked at $1.17M in Q4 2025.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

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