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 Q2	$352K	Buy	6,584 +652	+11%	+$43.2K	0.55%	43
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 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

Clear Investment Research's SLV Position: Q2 2026 in Review

Clear Investment Research increased its iShares Silver Trust (SLV) stake by 11% in Q2 2026, buying an estimated $43.2K and bringing the position to 6,584 shares worth $352K. The position accounts for 0.55% of the portfolio, ranked #43.

Clear Investment Research first reported a position in SLV in Q1 2017 and has held it in 24 quarters since. The position peaked at $531K in Q4 2025. 1,421 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Clear Investment Research held 6,584 shares of iShares Silver Trust worth $352K as of Q2 2026.
Clear Investment Research bought 652 iShares Silver Trust shares in Q2 2026, an estimated $43.2K.
iShares Silver Trust made up 0.55% of Clear Investment Research's portfolio in Q2 2026, its #43 holding.
Clear Investment Research first reported a position in iShares Silver Trust in Q1 2017 and has held it in 24 quarters since.
Clear Investment Research's iShares Silver Trust position peaked at $531K in Q4 2025.
1,421 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.