Wealthspan Partners
SLV icon

Wealthspan Partners’s iShares Silver Trust SLV Stock Holding History

Wealthspan 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
Q3 		$2.03M Sell
37,220
-672
-2% -$38.1K 0.61% 34
2026
Q2 		$2.03M Sell
37,892
-824
-2% -$54.6K 0.64% 33
2026
Q1 		$2.64M Buy
38,716
+472
+1% +$35.9K 0.93% 29
2025
Q4 		$2.46M Sell
38,244
-1,436
-4% -$71.9K 0.9% 27
2025
Q3 		$1.68M Sell
39,680
-24
-0.1% -$862 0.64% 34
2025
Q2 		$1.3M Buy
39,704
+394
+1% +$12.1K 0.54% 36
2025
Q1 		$1.22M Buy
39,310
+143
+0.4% +$4.16K 0.56% 34
2024
Q4 		$1.03M Buy
39,167
+2,137
+6% +$61.1K 0.49% 38
2024
Q3 		$1.05M Sell
37,030
-840
-2% -$22.6K 0.52% 35
2024
Q2 		$1.01M Buy
37,870
+90
+0.2% +$2.37K 0.56% 33
2024
Q1 		$860K Sell
37,780
-1,327
-3% -$28.3K 0.51% 35
2023
Q4 		$852K Sell
39,107
-1,225
-3% -$26.1K 0.6% 30
2023
Q3 		$820K Sell
40,332
-3,102
-7% -$67K 0.65% 28
2023
Q2 		$907K Sell
43,434
-1,046
-2% -$23.3K 0.72% 27
2023
Q1 		$984K Buy
44,480
+175
+0.4% +$3.62K 0.84% 22
2022
Q4 		$976K Buy
44,305
+118
+0.3% +$2.31K 0.89% 22
2022
Q3 		$773K Sell
44,187
-5,115
-10% -$90.7K 0.8% 24
2022
Q2 		$919K Buy
49,302
+5,741
+13% +$120K 0.95% 21
2022
Q1 		$997K Buy
43,561
+3,555
+9% +$79K 0.9% 20
2021
Q4 		$861K Buy
+40,006
New +$864K 0.76% 23

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Wealthspan Partners's SLV Position: Q3 2026 in Review

Wealthspan Partners reduced its iShares Silver Trust (SLV) stake by 1.8% in Q3 2026, selling an estimated $38.1K and leaving 37,220 shares worth $2.03M. The position accounts for 0.61% of the portfolio, ranked #34.

Wealthspan Partners first reported a position in SLV in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.64M in Q1 2026. 1,235 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Wealthspan Partners held 37,220 shares of iShares Silver Trust worth $2.03M as of Q3 2026.
  • Wealthspan Partners sold 672 iShares Silver Trust shares in Q3 2026, an estimated $38.1K.
  • iShares Silver Trust made up 0.61% of Wealthspan Partners's portfolio in Q3 2026, its #34 holding.
  • Wealthspan Partners first reported a position in iShares Silver Trust in Q4 2021 and has held it in 20 quarters since.
  • Wealthspan Partners's iShares Silver Trust position peaked at $2.64M in Q1 2026.
  • 1,235 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Wealthspan Partners's 13F filing for Q3 2026, filed 12 Nov 2026.