Clifford Swan Investment Counsel’s iShares Silver Trust SLV Stock Holding History

Clifford Swan Investment Counsel’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	$1.22M	Sell	17,881 -21,047	-54%	-$1.6M	0.04%	169
2025 Q4	$2.51M	Buy	38,928 +2,049	+6%	+$103K	0.08%	141
2025 Q3	$1.56M	Buy	36,879 +19,686	+115%	+$707K	0.05%	158
2025 Q2	$564K	Buy	17,193 +7,466	+77%	+$228K	0.02%	206
2025 Q1	$301K	Sell	9,727 -2,239	-19%	-$65.1K	0.01%	264
2024 Q4	$315K	Sell	11,966 -139	-1%	-$3.97K	0.01%	261
2024 Q3	$344K	Buy	12,105 +744	+7%	+$20K	0.01%	259
2024 Q2	$302K	Buy	11,361 +2,235	+24%	+$58.8K	0.01%	262
2024 Q1	$208K	Buy	+9,126	New	+$195K	0.01%	300
2023 Q3	–	Sell	-9,688	Closed	-$202K	–	303
2023 Q2	$202K	Sell	9,688 -2,944	-23%	-$65.5K	0.01%	293
2023 Q1	$279K	Hold	12,632	–	–	0.01%	260
2022 Q4	$278K	Sell	12,632 -975	-7%	-$19.1K	0.01%	262
2022 Q3	$238K	Buy	13,607 +87	+0.6%	+$1.54K	0.01%	278
2022 Q2	$252K	Buy	13,520 +519	+4%	+$10.8K	0.01%	288
2022 Q1	$297K	Sell	13,001 -642	-5%	-$14.3K	0.01%	282
2021 Q4	$293K	Sell	13,643 -739	-5%	-$16K	0.01%	289
2021 Q3	$320K	Buy	14,382 +2,301	+19%	+$51.7K	0.01%	274
2021 Q2	$284K	Sell	12,081 -128	-1%	-$3.17K	0.01%	282
2021 Q1	$277K	Buy	12,209 +573	+5%	+$13.9K	0.01%	285
2020 Q4	$286K	Buy	+11,636	New	+$265K	0.01%	278

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

Clifford Swan Investment Counsel's SLV Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its iShares Silver Trust (SLV) stake by 54% in Q1 2026, selling an estimated $1.6M and leaving 17,881 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #169.

Clifford Swan Investment Counsel first reported a position in SLV in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.51M in Q4 2025. 1,553 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Clifford Swan Investment Counsel held 17,881 shares of iShares Silver Trust worth $1.22M as of Q1 2026.
Clifford Swan Investment Counsel sold 21,047 iShares Silver Trust shares in Q1 2026, an estimated $1.6M.
iShares Silver Trust made up 0.04% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #169 holding.
Clifford Swan Investment Counsel first reported a position in iShares Silver Trust in Q4 2020 and has held it in 20 quarters since.
Clifford Swan Investment Counsel's iShares Silver Trust position peaked at $2.51M in Q4 2025.
1,553 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.