Bell Investment Advisors’s iShares Silver Trust SLV Stock Holding History

Bell Investment Advisors’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	$318K	Sell	4,663 -12	-0.3%	-$912	0.05%	100
2025 Q4	$301K	Hold	4,675	–	–	0.05%	100
2025 Q3	$198K	Buy	4,675 +291	+7%	+$10.4K	0.03%	118
2025 Q2	$144K	Hold	4,384	–	–	0.02%	135
2025 Q1	$136K	Hold	4,384	–	–	0.03%	125
2024 Q4	$115K	Hold	4,384	–	–	0.02%	135
2024 Q3	$125K	Hold	4,384	–	–	0.02%	128
2024 Q2	$116K	Hold	4,384	–	–	0.02%	132
2024 Q1	$99.7K	Hold	4,384	–	–	0.02%	135
2023 Q4	$95.5K	Hold	4,384	–	–	0.02%	135
2023 Q3	$89.2K	Buy	+4,384	New	+$94.7K	0.02%	132

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

Bell Investment Advisors's SLV Position: Q1 2026 in Review

Bell Investment Advisors reduced its iShares Silver Trust (SLV) stake by 0.26% in Q1 2026, selling an estimated $912 and leaving 4,663 shares worth $318K. The position accounts for 0.05% of the portfolio, ranked #100.

Bell Investment Advisors first reported a position in SLV in Q3 2023 and has held it in 11 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Bell Investment Advisors held 4,663 shares of iShares Silver Trust worth $318K as of Q1 2026.
Bell Investment Advisors sold 12 iShares Silver Trust shares in Q1 2026, an estimated $912.
iShares Silver Trust made up 0.05% of Bell Investment Advisors's portfolio in Q1 2026, its #100 holding.
Bell Investment Advisors first reported a position in iShares Silver Trust in Q3 2023 and has held it in 11 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.