CIAS
SLV icon

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

CFS 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 		– Sell
-3,548
Closed -$229K – 363
2025
Q4 		$229K Buy
+3,548
New +$178K 0.02% 316

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CFS Investment Advisory Services sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 3,548 shares — an estimated $229K sold.

CFS Investment Advisory Services first reported a position in SLV in Q4 2025 and held it in 1 quarter. The position peaked at $229K in Q4 2025. 1,568 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • CFS Investment Advisory Services reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
  • CFS Investment Advisory Services sold 3,548 iShares Silver Trust shares in Q1 2026, an estimated $229K.
  • CFS Investment Advisory Services first reported a position in iShares Silver Trust in Q4 2025 and held it in 1 quarter.
  • CFS Investment Advisory Services's iShares Silver Trust position peaked at $229K in Q4 2025.
  • 1,568 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on CFS Investment Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.