Chesley Taft & Associates’s iShares Silver Trust SLV Stock Holding History

Chesley Taft & Associates’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	-101,350	Closed	-$6.53M	–	390
2025 Q4	$6.53M	Buy	101,350 +13,950	+16%	+$698K	0.26%	79
2025 Q3	$3.7M	Buy	87,400 +550	+0.6%	+$19.8K	0.16%	113
2025 Q2	$2.85M	Buy	86,850 +1,200	+1%	+$36.7K	0.13%	123
2025 Q1	$2.65M	Buy	85,650 +1,350	+2%	+$39.2K	0.13%	120
2024 Q4	$2.22M	Buy	84,300 +17,000	+25%	+$486K	0.1%	135
2024 Q3	$1.91M	Buy	67,300 +17,200	+34%	+$462K	0.09%	148
2024 Q2	$1.33M	Buy	50,100 +19,000	+61%	+$500K	0.07%	164
2024 Q1	$708K	Sell	31,100 -24,815	-44%	-$530K	0.04%	216
2023 Q4	$1.22M	Hold	55,915	–	–	0.07%	169
2023 Q3	$1.14M	Hold	55,915	–	–	0.07%	165
2023 Q2	$1.17M	Buy	+55,915	New	+$1.24M	0.07%	168
2021 Q1	–	Sell	-19,200	Closed	-$472K	–	292
2020 Q4	$472K	Hold	19,200	–	–	0.03%	219
2020 Q3	$415K	Hold	19,200	–	–	0.03%	213
2020 Q2	$327K	Sell	19,200 -2,000	-9%	-$30.6K	0.02%	223
2020 Q1	$277K	Hold	21,200	–	–	0.03%	222
2019 Q4	$354K	Hold	21,200	–	–	0.03%	227
2019 Q3	$338K	Buy	+21,200	New	+$337K	0.03%	225

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chesley Taft & Associates's SLV Position: Q1 2026 in Review

Chesley Taft & Associates sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 101,350 shares — an estimated $6.53M sold.

Chesley Taft & Associates first reported a position in SLV in Q3 2019 and held it in 17 quarters. The position peaked at $6.53M in Q4 2025. 1,559 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Chesley Taft & Associates reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
Chesley Taft & Associates sold 101,350 iShares Silver Trust shares in Q1 2026, an estimated $6.53M.
Chesley Taft & Associates first reported a position in iShares Silver Trust in Q3 2019 and held it in 17 quarters.
Chesley Taft & Associates's iShares Silver Trust position peaked at $6.53M in Q4 2025.
1,559 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Chesley Taft & Associates's 13F filing for Q1 2026, filed 13 Apr 2026.