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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
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% +$3.63K 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 $1.66T 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

Wealthspan Partners's SLV Position: Q1 2026 in Review

Wealthspan Partners increased its iShares Silver Trust (SLV) stake by 1.2% in Q1 2026, buying an estimated $35.9K and bringing the position to 38,716 shares worth $2.64M. The position accounts for 0.93% of the portfolio, ranked #29.

Wealthspan Partners first reported a position in SLV in Q4 2021 and has held it in 18 quarters since. 1,553 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Wealthspan Partners held 38,716 shares of iShares Silver Trust worth $2.64M as of Q1 2026.
  • Wealthspan Partners bought 472 iShares Silver Trust shares in Q1 2026, an estimated $35.9K.
  • iShares Silver Trust made up 0.93% of Wealthspan Partners's portfolio in Q1 2026, its #29 holding.
  • Wealthspan Partners first reported a position in iShares Silver Trust in Q4 2021 and has held it in 18 quarters since.
  • 1,553 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.