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
2023 Q1	–	Hold	0	–	-$438K	–	1428
2022 Q4	–	Hold	0	–	–	–	276
2022 Q3	–	Hold	0	–	–	–	283
2022 Q2	–	Sell	-19,900	Closed	-$415K	–	287
2022 Q1	$455K	Hold	19,900	–	–	0.03%	280
2021 Q4	$428K	Hold	19,900	–	–	0.03%	276
2021 Q3	$408K	Buy	+19,900	New	+$447K	0.03%	270

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

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.