Claro Advisors’s iShares Silver Trust SLV Stock Holding History

Claro Advisors’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	$289K	Buy	4,243 +65	+2%	+$4.94K	0.03%	384
2025 Q4	$269K	Sell	4,178 -1,747	-29%	-$87.5K	0.04%	358
2025 Q3	$251K	Buy	+5,925	New	+$213K	0.04%	345
2025 Q1	–	Sell	-8,190	Closed	-$216K	–	547
2024 Q4	$216K	Buy	8,190 +775	+10%	+$22.1K	0.03%	451
2024 Q3	$211K	Sell	7,415 -550	-7%	-$14.8K	0.03%	476
2024 Q2	$212K	Buy	+7,965	New	+$209K	0.03%	400
2019 Q1	–	Sell	-50	Closed	-$1K	–	802
2018 Q4	$1K	Buy	+50	New	+$683	﹤0.01%	1061

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Claro Advisors's SLV Position: Q1 2026 in Review

Claro Advisors increased its iShares Silver Trust (SLV) stake by 1.6% in Q1 2026, buying an estimated $4.94K and bringing the position to 4,243 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #384.

Claro Advisors first reported a position in SLV in Q4 2018 and has held it in 7 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Claro Advisors held 4,243 shares of iShares Silver Trust worth $289K as of Q1 2026.
Claro Advisors bought 65 iShares Silver Trust shares in Q1 2026, an estimated $4.94K.
iShares Silver Trust made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #384 holding.
Claro Advisors first reported a position in iShares Silver Trust in Q4 2018 and has held it in 7 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.