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 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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Claro Advisors's SLV Position: Q2 2026 in Review

Claro Advisors reduced its iShares Silver Trust (SLV) stake by 3.1% in Q2 2026, selling an estimated $8.62K and leaving 4,113 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #497.

Claro Advisors first reported a position in SLV in Q4 2018 and has held it in 8 quarters since. The position peaked at $289K in Q1 2026. 1,417 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Claro Advisors held 4,113 shares of iShares Silver Trust worth $220K as of Q2 2026.
Claro Advisors sold 130 iShares Silver Trust shares in Q2 2026, an estimated $8.62K.
iShares Silver Trust made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #497 holding.
Claro Advisors first reported a position in iShares Silver Trust in Q4 2018 and has held it in 8 quarters since.
Claro Advisors's iShares Silver Trust position peaked at $289K in Q1 2026.
1,417 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.