Clear Creek Financial Management’s iShares Silver Trust SLV Stock Holding History

Clear Creek Financial Management’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	$2.4M	Sell	35,177 -3,723	-10%	-$283K	0.18%	123
2025 Q4	$2.51M	Buy	38,900 +2,343	+6%	+$117K	0.2%	110
2025 Q3	$1.55M	Buy	36,557 +2,031	+6%	+$72.9K	0.13%	154
2025 Q2	$1.13M	Buy	+34,526	New	+$1.06M	0.11%	200

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

Clear Creek Financial Management's SLV Position: Q1 2026 in Review

Clear Creek Financial Management reduced its iShares Silver Trust (SLV) stake by 9.6% in Q1 2026, selling an estimated $283K and leaving 35,177 shares worth $2.4M. The position accounts for 0.18% of the portfolio, ranked #123.

Clear Creek Financial Management first reported a position in SLV in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.51M in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Clear Creek Financial Management held 35,177 shares of iShares Silver Trust worth $2.4M as of Q1 2026.
Clear Creek Financial Management sold 3,723 iShares Silver Trust shares in Q1 2026, an estimated $283K.
iShares Silver Trust made up 0.18% of Clear Creek Financial Management's portfolio in Q1 2026, its #123 holding.
Clear Creek Financial Management first reported a position in iShares Silver Trust in Q2 2025 and has held it in 4 quarters since.
Clear Creek Financial Management's iShares Silver Trust position peaked at $2.51M in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.