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Wealthspire Advisors (New York)’s iShares Silver Trust SLV Stock Holding History

Wealthspire Advisors (New York)’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 		$1.73M Buy
25,370
+10,598
+72% +$805K 0.01% 307
2025
Q4 		$952K Buy
14,772
+1,429
+11% +$71.5K 0.01% 439
2025
Q3 		$565K Sell
13,343
-673
-5% -$24.2K ﹤0.01% 506
2025
Q2 		$460K Sell
14,016
-1,095
-7% -$33.5K ﹤0.01% 561
2025
Q1 		$468K Buy
15,111
+2,231
+17% +$64.8K ﹤0.01% 528
2024
Q4 		$339K Buy
12,880
+829
+7% +$23.7K ﹤0.01% 622
2024
Q3 		$342K Sell
12,051
-775
-6% -$20.8K ﹤0.01% 593
2024
Q2 		$341K Sell
12,826
-4,175
-25% -$110K ﹤0.01% 509
2024
Q1 		$387K Hold
17,001
– – 0.01% 474
2023
Q4 		$370K Buy
17,001
+190
+1% +$4.04K 0.01% 471
2023
Q3 		$342K Buy
16,811
+217
+1% +$4.69K 0.01% 462
2023
Q2 		$347K Buy
16,594
+2,600
+19% +$57.8K 0.01% 440
2023
Q1 		$310K Buy
13,994
+695
+5% +$14.4K 0.01% 432
2022
Q4 		$293K Hold
13,299
– – 0.01% 462
2022
Q3 		$233K Sell
13,299
-13,000
-49% -$230K ﹤0.01% 453
2022
Q2 		$490K Buy
26,299
+14,417
+121% +$301K 0.01% 320
2022
Q1 		$272K Sell
11,882
-1,105
-9% -$24.6K 0.01% 370
2021
Q4 		$279K Sell
12,987
-10,000
-44% -$216K 0.01% 435
2021
Q3 		$472K Buy
22,987
+7,494
+48% +$168K 0.01% 368
2021
Q2 		$375K Sell
15,493
-3,054
-16% -$75.6K 0.01% 261
2021
Q1 		$421K Buy
18,547
+6,987
+60% +$170K 0.01% 438
2020
Q4 		$284K Buy
+11,560
New +$263K 0.01% 451

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

Wealthspire Advisors (New York)'s SLV Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares Silver Trust (SLV) stake by 72% in Q1 2026, buying an estimated $805K and bringing the position to 25,370 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #307.

Wealthspire Advisors (New York) first reported a position in SLV in Q4 2020 and has held it in 22 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Wealthspire Advisors (New York) held 25,370 shares of iShares Silver Trust worth $1.73M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 10,598 iShares Silver Trust shares in Q1 2026, an estimated $805K.
  • iShares Silver Trust made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #307 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Silver Trust in Q4 2020 and has held it in 22 quarters since.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.