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 Q3	$249K	Buy	4,568 +455	+11%	+$25.8K	0.02%	452
2026 Q2	$220K	Sell	4,113 -130	-3%	-$8.62K	0.02%	497
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Claro Advisors's SLV Position: Q3 2026 in Review

Claro Advisors increased its iShares Silver Trust (SLV) stake by 11% in Q3 2026, buying an estimated $25.8K and bringing the position to 4,568 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #452.

Claro Advisors first reported a position in SLV in Q4 2018 and has held it in 9 quarters since. The position peaked at $289K in Q1 2026. 922 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Claro Advisors held 4,568 shares of iShares Silver Trust worth $249K as of Q3 2026.
Claro Advisors bought 455 iShares Silver Trust shares in Q3 2026, an estimated $25.8K.
iShares Silver Trust made up 0.02% of Claro Advisors's portfolio in Q3 2026, its #452 holding.
Claro Advisors first reported a position in iShares Silver Trust in Q4 2018 and has held it in 9 quarters since.
Claro Advisors's iShares Silver Trust position peaked at $289K in Q1 2026.
922 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.