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Advance Capital Management’s iShares Silver Trust SLV Stock Holding History

Advance Capital Management’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 		$883K Sell
12,960
-474
-4% -$36K 0.03% 71
2025
Q4 		$865K Buy
13,434
+320
+2% +$16K 0.04% 74
2025
Q3 		$556K Buy
13,114
+1,754
+15% +$63K 0.02% 99
2025
Q2 		$373K Buy
11,360
+35
+0.3% +$1.07K 0.02% 116
2025
Q1 		$351K Hold
11,325
– – 0.02% 114
2024
Q4 		$298K Buy
11,325
+22
+0.2% +$629 0.01% 115
2024
Q3 		$321K Sell
11,303
-634
-5% -$17K 0.01% 111
2024
Q2 		$317K Buy
11,937
+819
+7% +$21.5K 0.02% 113
2024
Q1 		$253K Buy
11,118
+845
+8% +$18.1K 0.02% 126
2023
Q4 		$224K Sell
10,273
-1,214
-11% -$25.8K 0.02% 122
2023
Q3 		$234K Buy
11,487
+12
+0.1% +$259 0.02% 113
2023
Q2 		$240K Buy
11,475
+1,542
+16% +$34.3K 0.03% 108
2023
Q1 		$220K Buy
+9,933
New +$206K 0.04% 93

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

Advance Capital Management's SLV Position: Q1 2026 in Review

Advance Capital Management reduced its iShares Silver Trust (SLV) stake by 3.5% in Q1 2026, selling an estimated $36K and leaving 12,960 shares worth $883K. The position accounts for 0.03% of the portfolio, ranked #71.

Advance Capital Management first reported a position in SLV in Q1 2023 and has held it in 13 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Advance Capital Management held 12,960 shares of iShares Silver Trust worth $883K as of Q1 2026.
  • Advance Capital Management sold 474 iShares Silver Trust shares in Q1 2026, an estimated $36K.
  • iShares Silver Trust made up 0.03% of Advance Capital Management's portfolio in Q1 2026, its #71 holding.
  • Advance Capital Management first reported a position in iShares Silver Trust in Q1 2023 and has held it in 13 quarters since.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.