BOS Asset Management
SLV icon

BOS Asset Management’s iShares Silver Trust SLV Stock Holding History

BOS Asset 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
Q3 		$1.07M Sell
19,639
-2,359
-11% -$134K 0.25% 72
2026
Q2 		$1.18M Sell
21,998
-328
-1% -$21.7K 0.27% 69
2026
Q1 		$1.52M Sell
22,326
-6,897
-24% -$524K 0.39% 51
2025
Q4 		$1.88M Buy
29,223
+1,128
+4% +$56.5K 0.5% 42
2025
Q3 		$1.19M Buy
28,095
+2,970
+12% +$107K 0.34% 57
2025
Q2 		$824K Buy
25,125
+151
+0.6% +$4.62K 0.26% 69
2025
Q1 		$774K Sell
24,974
-870
-3% -$25.3K 0.27% 69
2024
Q4 		$680K Buy
25,844
+15,823
+158% +$452K 0.24% 76
2024
Q3 		$285K Hold
10,021
– – 0.1% 124
2024
Q2 		$266K Sell
10,021
-2,643
-21% -$69.5K 0.12% 120
2024
Q1 		$288K Sell
12,664
-9,265
-42% -$198K 0.15% 110
2023
Q4 		$478K Sell
21,929
-3,616
-14% -$77K 0.33% 69
2023
Q3 		$520K Hold
25,545
– – 0.38% 66
2023
Q2 		$534K Sell
25,545
-596
-2% -$13.2K 0.41% 60
2023
Q1 		$578K Buy
26,141
+686
+3% +$14.2K 0.48% 51
2022
Q4 		$561K Buy
+25,455
New +$499K 0.5% 52

Other funds holding SLV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Richard C. Young & Co
Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

BOS Asset Management's SLV Position: Q3 2026 in Review

BOS Asset Management reduced its iShares Silver Trust (SLV) stake by 11% in Q3 2026, selling an estimated $134K and leaving 19,639 shares worth $1.07M. The position accounts for 0.25% of the portfolio, ranked #72.

BOS Asset Management first reported a position in SLV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.88M in Q4 2025. 922 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • BOS Asset Management held 19,639 shares of iShares Silver Trust worth $1.07M as of Q3 2026.
  • BOS Asset Management sold 2,359 iShares Silver Trust shares in Q3 2026, an estimated $134K.
  • iShares Silver Trust made up 0.25% of BOS Asset Management's portfolio in Q3 2026, its #72 holding.
  • BOS Asset Management first reported a position in iShares Silver Trust in Q4 2022 and has held it in 16 quarters since.
  • BOS Asset Management's iShares Silver Trust position peaked at $1.88M in Q4 2025.
  • 922 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.