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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
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
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

Clearstead Advisors's SLV Position: Q1 2026 in Review

Clearstead Advisors increased its iShares Silver Trust (SLV) stake by 25% in Q1 2026, buying an estimated $180K and bringing the position to 11,989 shares worth $817K. The position accounts for 0.01% of the portfolio, ranked #581.

Clearstead Advisors first reported a position in SLV in Q1 2020 and has held it in 25 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Clearstead Advisors held 11,989 shares of iShares Silver Trust worth $817K as of Q1 2026.
  • Clearstead Advisors bought 2,373 iShares Silver Trust shares in Q1 2026, an estimated $180K.
  • iShares Silver Trust made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #581 holding.
  • Clearstead Advisors first reported a position in iShares Silver Trust in Q1 2020 and has held it in 25 quarters since.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.