WealthShield Partners’s iShares Silver Trust SLV Stock Holding History

WealthShield Partners’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	$633K	Sell	9,284 -1,558	-14%	-$118K	0.07%	224
2025 Q4	$698K	Sell	10,842 -6,802	-39%	-$341K	0.08%	215
2025 Q3	$748K	Buy	17,644 +2,155	+14%	+$77.4K	0.08%	204
2025 Q2	$508K	Buy	15,489 +4,218	+37%	+$129K	0.06%	235
2025 Q1	$349K	Buy	+11,271	New	+$327K	0.04%	253
2024 Q4	–	Sell	-8,113	Closed	-$230K	–	516
2024 Q3	$230K	Buy	+8,113	New	+$218K	0.03%	278
2022 Q2	–	Sell	-9,012	Closed	-$206K	–	329
2022 Q1	$206K	Sell	9,012 -455	-5%	-$10.1K	0.03%	314
2021 Q4	$204K	Buy	+9,467	New	+$205K	0.03%	271
2021 Q3	–	Sell	-11,108	Closed	-$269K	–	655
2021 Q2	$269K	Sell	11,108 -909	-8%	-$22.5K	0.04%	219
2021 Q1	$273K	Buy	12,017 +1,271	+12%	+$30.9K	0.05%	214
2020 Q4	$264K	Buy	+10,746	New	+$244K	0.05%	247

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

WealthShield Partners's SLV Position: Q1 2026 in Review

WealthShield Partners reduced its iShares Silver Trust (SLV) stake by 14% in Q1 2026, selling an estimated $118K and leaving 9,284 shares worth $633K. The position accounts for 0.07% of the portfolio, ranked #224.

WealthShield Partners first reported a position in SLV in Q4 2020 and has held it in 11 quarters since. The position peaked at $748K in Q3 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

WealthShield Partners held 9,284 shares of iShares Silver Trust worth $633K as of Q1 2026.
WealthShield Partners sold 1,558 iShares Silver Trust shares in Q1 2026, an estimated $118K.
iShares Silver Trust made up 0.07% of WealthShield Partners's portfolio in Q1 2026, its #224 holding.
WealthShield Partners first reported a position in iShares Silver Trust in Q4 2020 and has held it in 11 quarters since.
WealthShield Partners's iShares Silver Trust position peaked at $748K in Q3 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.