Whittier Trust’s iShares Silver Trust SLV Stock Holding History

Whittier Trust’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	$1.92M	Sell	29,060 -482	-2%	-$36.6K	0.02%	271
2025 Q4	$2.18M	Sell	29,542 -503	-2%	-$25.2K	0.02%	267
2025 Q3	$1.31M	Hold	30,045	–	–	0.01%	313
2025 Q2	$985K	Hold	30,045	–	–	0.01%	387
2025 Q1	$931K	Buy	30,045 +361	+1%	+$10.5K	0.01%	385
2024 Q4	$781K	Sell	29,684 -1,466	-5%	-$41.9K	0.01%	421
2024 Q3	$885K	Buy	31,150 +7,500	+32%	+$202K	0.01%	409
2024 Q2	$628K	Buy	23,650 +394	+2%	+$10.4K	0.01%	440
2024 Q1	$529K	Hold	23,256	–	–	0.01%	479
2023 Q4	$506K	Hold	23,256	–	–	0.01%	472
2023 Q3	$473K	Sell	23,256 -700	-3%	-$15.1K	0.01%	475
2023 Q2	$500K	Hold	23,956	–	–	0.01%	456
2023 Q1	$530K	Buy	23,956 +568	+2%	+$11.8K	0.01%	454
2022 Q4	$515K	Hold	23,388	–	–	0.01%	463
2022 Q3	$409K	Hold	23,388	–	–	0.01%	490
2022 Q2	$436K	Hold	23,388	–	–	0.01%	479
2022 Q1	$535K	Sell	23,388 -13,080	-36%	-$291K	0.01%	481
2021 Q4	$784K	Buy	36,468 +2,000	+6%	+$43.2K	0.01%	419
2021 Q3	$707K	Buy	34,468 +140	+0.4%	+$3.15K	0.01%	415
2021 Q2	$831K	Buy	34,328 +14,198	+71%	+$352K	0.01%	399
2021 Q1	$457K	Hold	20,130	–	–	0.01%	491
2020 Q4	$494K	Hold	20,130	–	–	0.01%	434
2020 Q3	$435K	Buy	20,130 +726	+4%	+$16.5K	0.01%	447
2020 Q2	$330K	Buy	19,404 +1,076	+6%	+$16.4K	0.01%	461
2020 Q1	$239K	Buy	18,328 +1,100	+6%	+$17.3K	0.01%	480
2019 Q4	$287K	Sell	17,228 -800	-4%	-$13K	0.01%	489
2019 Q3	$287K	Buy	18,028 +1,200	+7%	+$19.1K	0.01%	490
2019 Q2	$241K	Hold	16,828	–	–	0.01%	502
2019 Q1	$239K	Buy	16,828 +14,355	+580%	+$210K	0.01%	503
2018 Q4	$36K	Sell	2,473 -21,465	-90%	-$293K	﹤0.01%	844
2018 Q3	$329K	Hold	23,938	–	–	0.01%	431
2018 Q2	$363K	Hold	23,938	–	–	0.01%	409
2018 Q1	$369K	Buy	23,938 +17,640	+280%	+$279K	0.01%	416
2017 Q4	$101K	Sell	6,298 -17,640	-74%	-$278K	﹤0.01%	618
2017 Q3	$377K	Hold	23,938	–	–	0.01%	394
2017 Q2	$376K	Hold	23,938	–	–	0.01%	382
2017 Q1	$413K	Buy	23,938 +2,370	+11%	+$39.2K	0.02%	365
2016 Q4	$326K	Sell	21,568 -2,552	-11%	-$41.5K	0.01%	399
2016 Q3	$439K	Buy	24,120 +8,825	+58%	+$164K	0.02%	351
2016 Q2	$273K	Buy	15,295 +12,450	+438%	+$199K	0.01%	407
2016 Q1	$42K	Buy	2,845 +2,600	+1,061%	+$36.9K	﹤0.01%	746
2015 Q4	$3K	Hold	245	–	–	﹤0.01%	1096
2015 Q3	$3K	Hold	245	–	–	﹤0.01%	1075
2015 Q2	$4K	Hold	245	–	–	﹤0.01%	1110
2015 Q1	$4K	Hold	245	–	–	﹤0.01%	1132
2014 Q4	$4K	Hold	245	–	–	﹤0.01%	978
2014 Q3	$4K	Hold	245	–	–	﹤0.01%	963
2014 Q2	$5K	Hold	245	–	–	﹤0.01%	944
2014 Q1	$5K	Hold	245	–	–	﹤0.01%	964
2013 Q4	$5K	Sell	245 -1,500	-86%	-$30.1K	﹤0.01%	969
2013 Q3	$36K	Sell	1,745 -5,495	-76%	-$114K	﹤0.01%	723
2013 Q2	$137K	Buy	+7,240	New	+$162K	0.01%	481

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

Whittier Trust's SLV Position: Q1 2026 in Review

Whittier Trust reduced its iShares Silver Trust (SLV) stake by 1.6% in Q1 2026, selling an estimated $36.6K and leaving 29,060 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #271.

Whittier Trust first reported a position in SLV in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.18M in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Whittier Trust held 29,060 shares of iShares Silver Trust worth $1.92M as of Q1 2026.
Whittier Trust sold 482 iShares Silver Trust shares in Q1 2026, an estimated $36.6K.
iShares Silver Trust made up 0.02% of Whittier Trust's portfolio in Q1 2026, its #271 holding.
Whittier Trust first reported a position in iShares Silver Trust in Q2 2013 and has held it in 52 quarters since.
Whittier Trust's iShares Silver Trust position peaked at $2.18M in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.