Cavalier Investments’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-245,000
Closed -$16.7M 112
2026
Q1
$16.7M Buy
+245,000
New +$18.6M 0.45% 25

Other funds holding SLV

Cavalier Investments's SLV Position: Q2 2026 in Review

Cavalier Investments reduced its iShares Silver Trust (SLV) stake by 85% in Q2 2026, selling an estimated $4.4M and leaving 11,846 shares worth $633K. The position accounts for 0.03% of the portfolio, ranked #64.

Cavalier Investments first reported a position in SLV in Q3 2016 and has held it in 19 quarters since. The position peaked at $5.33M in Q1 2026. 1,414 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Cavalier Investments held 11,846 shares of iShares Silver Trust worth $633K as of Q2 2026.
  • Cavalier Investments sold 66,426 iShares Silver Trust shares in Q2 2026, an estimated $4.4M.
  • iShares Silver Trust made up 0.03% of Cavalier Investments's portfolio in Q2 2026, its #64 holding.
  • Cavalier Investments first reported a position in iShares Silver Trust in Q3 2016 and has held it in 19 quarters since.
  • Cavalier Investments's iShares Silver Trust position peaked at $5.33M in Q1 2026.
  • 1,414 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.