CIAS
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Capital Investment Advisory Services’s iShares Silver Trust SLV Stock Holding History

Capital Investment Advisory Services’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 		$448K Sell
6,574
-642
-9% -$48.8K 0.03% 419
2025
Q4 		$465K Buy
7,216
+1,293
+22% +$64.7K 0.03% 395
2025
Q3 		$251K Sell
5,923
-375
-6% -$13.5K 0.02% 523
2025
Q2 		$207K Buy
+6,298
New +$193K 0.02% 554
2023
Q2 		– Sell
-14,924
Closed -$330K – 909
2023
Q1 		$330K Buy
14,924
+368
+3% +$7.62K 0.04% 341
2022
Q4 		$321K Sell
14,556
-563
-4% -$11K 0.04% 357
2022
Q3 		$265K Buy
15,119
+1,175
+8% +$20.8K 0.03% 368
2022
Q2 		$260K Buy
13,944
+20
+0.1% +$417 0.03% 389
2022
Q1 		$319K Buy
13,924
+50
+0.4% +$1.11K 0.03% 376
2021
Q4 		$298K Buy
13,874
+273
+2% +$5.9K 0.04% 383
2021
Q3 		$279K Sell
13,601
-430
-3% -$9.67K 0.04% 377
2021
Q2 		$340K Buy
+14,031
New +$347K 0.04% 341
2021
Q1 		– Sell
-11,724
Closed -$288K – 762
2020
Q4 		$288K Buy
+11,724
New +$267K 0.04% 341
2019
Q4 		– Sell
-4,570
Closed -$73K – 1136
2019
Q3 		$73K Sell
4,570
-600
-12% -$9.54K 0.02% 468
2019
Q2 		$79K Hold
5,170
– – 0.02% 441
2019
Q1 		$73K Buy
5,170
+4,570
+762% +$66.7K 0.03% 412
2018
Q4 		$9K Buy
+600
New +$8.2K ﹤0.01% 831

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

Capital Investment Advisory Services's SLV Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its iShares Silver Trust (SLV) stake by 8.9% in Q1 2026, selling an estimated $48.8K and leaving 6,574 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #419.

Capital Investment Advisory Services first reported a position in SLV in Q4 2018 and has held it in 17 quarters since. The position peaked at $465K in Q4 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Capital Investment Advisory Services held 6,574 shares of iShares Silver Trust worth $448K as of Q1 2026.
  • Capital Investment Advisory Services sold 642 iShares Silver Trust shares in Q1 2026, an estimated $48.8K.
  • iShares Silver Trust made up 0.03% of Capital Investment Advisory Services's portfolio in Q1 2026, its #419 holding.
  • Capital Investment Advisory Services first reported a position in iShares Silver Trust in Q4 2018 and has held it in 17 quarters since.
  • Capital Investment Advisory Services's iShares Silver Trust position peaked at $465K in Q4 2025.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.