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Cavalier Investments’s iShares Silver Trust SLV Stock Holding History

Cavalier 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
2026
Q1 		$5.33M Buy
78,272
+66,426
+561% +$5.05M 0.14% 60
2025
Q4 		$763K Hold
11,846
– – 0.04% 74
2025
Q3 		$502K Hold
11,846
– – 0.04% 89
2025
Q2 		$389K Hold
11,846
– – 0.12% 64
2025
Q1 		$367K Sell
11,846
-222
-2% -$6.45K 0.12% 75
2024
Q4 		$318K Sell
12,068
-1,332
-10% -$38.1K 0.11% 67
2024
Q3 		$381K Sell
13,400
-664
-5% -$17.8K 0.12% 82
2024
Q2 		$374K Hold
14,064
– – 0.12% 76
2024
Q1 		$320K Hold
14,064
– – 0.12% 78
2023
Q4 		$306K Sell
14,064
-6,188
-31% -$132K 0.11% 88
2023
Q3 		$412K Sell
20,252
-2,956
-13% -$63.9K 0.16% 89
2023
Q2 		$485K Sell
23,208
-1,238
-5% -$27.5K 0.18% 90
2023
Q1 		$541K Sell
24,446
-639
-3% -$13.2K 0.22% 53
2022
Q4 		$552K Sell
25,085
-12,138
-33% -$238K 0.2% 85
2022
Q3 		$651K Buy
37,223
+456
+1% +$8.08K 0.24% 64
2022
Q2 		$685K Sell
36,767
-2,089
-5% -$43.6K 0.24% 83
2022
Q1 		$889K Buy
+38,856
New +$864K 0.23% 87
2016
Q4 		– Sell
-73,292
Closed -$1.33M – 154
2016
Q3 		$1.33M Buy
+73,292
New +$1.36M 0.81% 29

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

Cavalier Investments's SLV Position: Q1 2026 in Review

Cavalier Investments increased its iShares Silver Trust (SLV) stake by 561% in Q1 2026, buying an estimated $5.05M and bringing the position to 78,272 shares worth $5.33M. The position accounts for 0.14% of the portfolio, ranked #60.

Cavalier Investments first reported a position in SLV in Q3 2016 and has held it in 18 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Cavalier Investments held 78,272 shares of iShares Silver Trust worth $5.33M as of Q1 2026.
  • Cavalier Investments bought 66,426 iShares Silver Trust shares in Q1 2026, an estimated $5.05M.
  • iShares Silver Trust made up 0.14% of Cavalier Investments's portfolio in Q1 2026, its #60 holding.
  • Cavalier Investments first reported a position in iShares Silver Trust in Q3 2016 and has held it in 18 quarters since.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.