WMA
SLV icon

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

Wealth Management Associates’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 		$1.31M Buy
19,235
+1,349
+8% +$103K 0.45% 52
2025
Q4 		$1.15M Hold
17,886
– – 0.4% 58
2025
Q3 		$758K Buy
17,886
+7,761
+77% +$279K 0.27% 70
2025
Q2 		$332K Hold
10,125
– – 0.13% 144
2025
Q1 		$314K Hold
10,125
– – 0.13% 150
2024
Q4 		$267K Buy
+10,125
New +$289K 0.11% 169

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

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

Wealth Management Associates increased its iShares Silver Trust (SLV) stake by 7.5% in Q1 2026, buying an estimated $103K and bringing the position to 19,235 shares worth $1.31M. The position accounts for 0.45% of the portfolio, ranked #52.

Wealth Management Associates first reported a position in SLV in Q4 2024 and has held it in 6 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Wealth Management Associates held 19,235 shares of iShares Silver Trust worth $1.31M as of Q1 2026.
  • Wealth Management Associates bought 1,349 iShares Silver Trust shares in Q1 2026, an estimated $103K.
  • iShares Silver Trust made up 0.45% of Wealth Management Associates's portfolio in Q1 2026, its #52 holding.
  • Wealth Management Associates first reported a position in iShares Silver Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.