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Client First Investment Management’s iShares Silver Trust SLV Stock Holding History

Client First Investment Management’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 		– Sell
-108,086
Closed -$6.96M – 31
2025
Q4 		$6.96M Buy
+108,086
New +$5.41M 3.65% 4

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Client First Investment Management's SLV Position: Q1 2026 in Review

Client First Investment Management sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 108,086 shares — an estimated $6.96M sold.

Client First Investment Management first reported a position in SLV in Q4 2025 and held it in 1 quarter. The position peaked at $6.96M in Q4 2025. 1,568 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Client First Investment Management reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
  • Client First Investment Management sold 108,086 iShares Silver Trust shares in Q1 2026, an estimated $6.96M.
  • Client First Investment Management first reported a position in iShares Silver Trust in Q4 2025 and held it in 1 quarter.
  • Client First Investment Management's iShares Silver Trust position peaked at $6.96M in Q4 2025.
  • 1,568 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Client First Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.