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Clearstead Advisors’s iShares Silver Trust SLV Stock Holding History

Clearstead 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 		$4.37M Buy
81,720
+69,731
+582% +$4.62M 0.04% 258
2026
Q1 		$817K Buy
11,989
+2,373
+25% +$180K 0.01% 581
2025
Q4 		$619K Buy
9,616
+5,892
+158% +$295K 0.01% 595
2025
Q3 		$158K Sell
3,724
-35
-0.9% -$1.26K ﹤0.01% 934
2025
Q2 		$123K Sell
3,759
-17,397
-82% -$532K ﹤0.01% 1006
2025
Q1 		$656K Sell
21,156
-122
-0.6% -$3.54K 0.01% 513
2024
Q4 		$560K Buy
21,278
+535
+3% +$15.3K 0.01% 547
2024
Q3 		$589K Buy
20,743
+7,091
+52% +$191K 0.01% 532
2024
Q2 		$363K Buy
13,652
+10,240
+300% +$269K 0.01% 619
2024
Q1 		$88K Hold
3,412
– – ﹤0.01% 630
2023
Q4 		$74.3K Hold
3,412
– – ﹤0.01% 653
2023
Q3 		$69.4K Hold
3,412
– – ﹤0.01% 634
2023
Q2 		$71.3K Sell
3,412
-3,298
-49% -$73.3K ﹤0.01% 654
2023
Q1 		$148K Buy
6,710
+1,347
+25% +$27.9K 0.01% 441
2022
Q4 		$118K Hold
5,363
– – 0.01% 468
2022
Q3 		$94K Hold
5,363
– – 0.01% 489
2022
Q2 		$100K Hold
5,363
– – 0.01% 502
2022
Q1 		$123K Hold
5,363
– – 0.01% 506
2021
Q4 		$115K Sell
5,363
-419
-7% -$9.05K 0.01% 501
2021
Q3 		$119K Hold
5,782
– – 0.01% 447
2021
Q2 		$140K Buy
5,782
+1
+0% +$25 0.01% 395
2021
Q1 		$131K Hold
5,781
– – 0.01% 395
2020
Q4 		$142K Hold
5,781
– – 0.01% 359
2020
Q3 		$125K Hold
5,781
– – 0.01% 339
2020
Q2 		$98K Hold
5,781
– – 0.01% 349
2020
Q1 		$75K Buy
+5,781
New +$90.9K 0.01% 361

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clearstead Advisors's SLV Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Silver Trust (SLV) stake by 582% in Q2 2026, buying an estimated $4.62M and bringing the position to 81,720 shares worth $4.37M. The position accounts for 0.04% of the portfolio, ranked #258.

Clearstead Advisors first reported a position in SLV in Q1 2020 and has held it in 26 quarters since. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Clearstead Advisors held 81,720 shares of iShares Silver Trust worth $4.37M as of Q2 2026.
  • Clearstead Advisors bought 69,731 iShares Silver Trust shares in Q2 2026, an estimated $4.62M.
  • iShares Silver Trust made up 0.04% of Clearstead Advisors's portfolio in Q2 2026, its #258 holding.
  • Clearstead Advisors first reported a position in iShares Silver Trust in Q1 2020 and has held it in 26 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.