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Clear Investment Research’s iShares Silver Trust SLV Stock Holding History

Clear Investment Research’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 		$404K Sell
5,932
-2,314
-28% -$176K 0.63% 35
2025
Q4 		$531K Buy
8,246
+5,736
+229% +$287K 0.88% 31
2025
Q3 		$106K Sell
2,510
-551
-18% -$19.8K 0.14% 85
2025
Q2 		$100K Sell
3,061
-180
-6% -$5.5K 0.13% 87
2025
Q1 		$100K Sell
3,241
-526
-14% -$15.3K 0.13% 77
2024
Q4 		$99.2K Buy
3,767
+303
+9% +$8.66K 0.13% 80
2024
Q3 		$98.4K Sell
3,464
-159
-4% -$4.27K 0.13% 80
2024
Q2 		$96.3K Buy
3,623
+1,749
+93% +$46K 0.13% 76
2024
Q1 		$42.6K Buy
1,874
+46
+3% +$983 0.06% 110
2023
Q4 		$39.8K Buy
1,828
+78
+4% +$1.66K 0.06% 115
2023
Q3 		$35.6K Sell
1,750
-91
-5% -$1.97K 0.06% 98
2023
Q2 		$38.5K Buy
1,841
+57
+3% +$1.27K 0.06% 97
2023
Q1 		$39.5K Sell
1,784
-44
-2% -$911 0.07% 88
2022
Q4 		$40K Buy
+1,828
New +$35.8K 0.08% 85
2022
Q3 		– Sell
-2,084
Closed -$39K – 168
2022
Q2 		$39K Buy
2,084
+21
+1% +$438 0.09% 81
2022
Q1 		$47K Sell
2,063
-356
-15% -$7.91K 0.09% 80
2021
Q4 		$52K Buy
2,419
+31
+1% +$670 0.08% 80
2021
Q3 		$49K Sell
2,388
-1,960
-45% -$44.1K 0.08% 80
2021
Q2 		$105K Buy
4,348
+407
+10% +$10.1K 0.18% 64
2021
Q1 		$89K Sell
3,941
-3,574
-48% -$87K 0.16% 60
2020
Q4 		$185K Buy
+7,515
New +$171K 0.33% 42
2017
Q3 		– Sell
-400
Closed -$7K – 55
2017
Q2 		$7K Hold
400
– – 0.01% 49
2017
Q1 		$7K Buy
+400
New +$6.62K 0.01% 35

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clear Investment Research's SLV Position: Q1 2026 in Review

Clear Investment Research reduced its iShares Silver Trust (SLV) stake by 28% in Q1 2026, selling an estimated $176K and leaving 5,932 shares worth $404K. The position accounts for 0.63% of the portfolio, ranked #35.

Clear Investment Research first reported a position in SLV in Q1 2017 and has held it in 23 quarters since. The position peaked at $531K in Q4 2025. 1,553 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Clear Investment Research held 5,932 shares of iShares Silver Trust worth $404K as of Q1 2026.
  • Clear Investment Research sold 2,314 iShares Silver Trust shares in Q1 2026, an estimated $176K.
  • iShares Silver Trust made up 0.63% of Clear Investment Research's portfolio in Q1 2026, its #35 holding.
  • Clear Investment Research first reported a position in iShares Silver Trust in Q1 2017 and has held it in 23 quarters since.
  • Clear Investment Research's iShares Silver Trust position peaked at $531K in Q4 2025.
  • 1,553 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.