Capital Analysts LLC’s iShares Silver Trust SLV Stock Holding History

Capital Analysts LLC’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	$146K	Buy	2,135 +175	+9%	+$13.3K	﹤0.01%	703
2025 Q4	$127K	Buy	1,960 +285	+17%	+$14.3K	﹤0.01%	715
2025 Q3	$71K	Buy	1,675 +118	+8%	+$4.24K	﹤0.01%	810
2025 Q2	$51K	Hold	1,557	–	–	﹤0.01%	804
2025 Q1	$48K	Sell	1,557 -2,321	-60%	-$67.4K	﹤0.01%	803
2024 Q4	$102K	Hold	3,878	–	–	﹤0.01%	609
2024 Q3	$110K	Sell	3,878 -869	-18%	-$23.4K	﹤0.01%	573
2024 Q2	$126K	Hold	4,747	–	–	0.01%	530
2024 Q1	$108K	Hold	4,747	–	–	0.01%	534
2023 Q4	$103K	Buy	4,747 +4,547	+2,274%	+$96.8K	0.01%	523
2023 Q3	$4K	Hold	200	–	–	﹤0.01%	1002
2023 Q2	$4K	Hold	200	–	–	﹤0.01%	909
2023 Q1	$4K	Hold	200	–	–	﹤0.01%	888
2022 Q4	$4K	Hold	200	–	–	﹤0.01%	940
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	926
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	895
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	825
2021 Q4	$4K	Hold	200	–	–	﹤0.01%	911
2021 Q3	$4K	Hold	200	–	–	﹤0.01%	885
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	817
2021 Q1	$5K	Buy	+200	New	+$4.87K	﹤0.01%	878

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

Capital Analysts LLC's SLV Position: Q1 2026 in Review

Capital Analysts LLC increased its iShares Silver Trust (SLV) stake by 8.9% in Q1 2026, buying an estimated $13.3K and bringing the position to 2,135 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Capital Analysts LLC first reported a position in SLV in Q1 2021 and has held it in 21 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Capital Analysts LLC held 2,135 shares of iShares Silver Trust worth $146K as of Q1 2026.
Capital Analysts LLC bought 175 iShares Silver Trust shares in Q1 2026, an estimated $13.3K.
iShares Silver Trust made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #703 holding.
Capital Analysts LLC first reported a position in iShares Silver Trust in Q1 2021 and has held it in 21 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.