Alpha Cubed Investments’s iShares Silver Trust SLV Stock Holding History

Alpha Cubed Investments’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
2025 Q4	$1.26M	Buy	19,539 +1,710	+10%	+$85.6K	0.04%	107
2025 Q3	$755K	Sell	17,829 -126	-0.7%	-$4.53K	0.03%	132
2025 Q2	$589K	Buy	17,955 +3,360	+23%	+$103K	0.02%	164
2025 Q1	$452K	Buy	14,595 +6,139	+73%	+$178K	0.02%	181
2024 Q4	$223K	Buy	8,456 +350	+4%	+$10K	0.01%	236
2024 Q3	$230K	Buy	8,106 +395	+5%	+$10.6K	0.01%	233
2024 Q2	$205K	Buy	+7,711	New	+$203K	0.01%	270
2024 Q1	–	Sell	-35,761	Closed	-$779K	–	321
2023 Q4	$779K	Buy	35,761 +15,332	+75%	+$326K	0.04%	129
2023 Q3	$416K	Buy	+20,429	New	+$441K	0.03%	152
2021 Q1	–	Sell	-14,506	Closed	-$356K	–	280
2020 Q4	$356K	Buy	+14,506	New	+$330K	0.03%	185

Other funds holding SLV

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Alpha Cubed Investments's SLV Position: Q4 2025 in Review

Alpha Cubed Investments increased its iShares Silver Trust (SLV) stake by 9.6% in Q4 2025, buying an estimated $85.6K and bringing the position to 19,539 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #107.

Alpha Cubed Investments first reported a position in SLV in Q4 2020 and has held it in 10 quarters since. 1,526 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

Alpha Cubed Investments held 19,539 shares of iShares Silver Trust worth $1.26M as of Q4 2025.
Alpha Cubed Investments bought 1,710 iShares Silver Trust shares in Q4 2025, an estimated $85.6K.
iShares Silver Trust made up 0.04% of Alpha Cubed Investments's portfolio in Q4 2025, its #107 holding.
Alpha Cubed Investments first reported a position in iShares Silver Trust in Q4 2020 and has held it in 10 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.