Clearstead Trust’s iShares Silver Trust SLV Stock Holding History

Clearstead Trust’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	$54.4K	Buy	799 +277	+53%	+$21K	0.01%	304
2025 Q4	$33.6K	Hold	522	–	–	0.01%	375
2025 Q3	$22.1K	Hold	522	–	–	﹤0.01%	422
2025 Q2	$17.1K	Hold	522	–	–	﹤0.01%	464
2025 Q1	$16.2K	Hold	522	–	–	﹤0.01%	385
2024 Q4	$13.7K	Hold	522	–	–	﹤0.01%	341
2024 Q3	$14.8K	Hold	522	–	–	﹤0.01%	330
2024 Q2	$13.9K	Hold	522	–	–	﹤0.01%	337
2024 Q1	$11.9K	Hold	522	–	–	﹤0.01%	344
2023 Q4	$11.4K	Hold	522	–	–	﹤0.01%	332
2023 Q3	$10.6K	Hold	522	–	–	﹤0.01%	338
2023 Q2	$11.5K	Hold	522	–	–	﹤0.01%	306
2023 Q1	$11.5K	Hold	522	–	–	﹤0.01%	295
2022 Q4	$11K	Hold	522	–	–	﹤0.01%	304
2022 Q3	$9K	Buy	+522	New	+$9.25K	﹤0.01%	295

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clearstead Trust's SLV Position: Q1 2026 in Review

Clearstead Trust increased its iShares Silver Trust (SLV) stake by 53% in Q1 2026, buying an estimated $21K and bringing the position to 799 shares worth $54.4K. The position accounts for 0.01% of the portfolio, ranked #304.

Clearstead Trust first reported a position in SLV in Q3 2022 and has held it in 15 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Clearstead Trust held 799 shares of iShares Silver Trust worth $54.4K as of Q1 2026.
Clearstead Trust bought 277 iShares Silver Trust shares in Q1 2026, an estimated $21K.
iShares Silver Trust made up 0.01% of Clearstead Trust's portfolio in Q1 2026, its #304 holding.
Clearstead Trust first reported a position in iShares Silver Trust in Q3 2022 and has held it in 15 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

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