Coastal Bridge Advisors’s iShares Silver Trust SLV Stock Holding History

Coastal Bridge 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
2026 Q1	$2.64M	Buy	38,788 +613	+2%	+$46.6K	0.19%	124
2025 Q4	$2.46M	Buy	38,175 +2,312	+6%	+$116K	0.18%	132
2025 Q3	$1.52M	Buy	35,863 +21,502	+150%	+$772K	0.12%	173
2025 Q2	$471K	Buy	+14,361	New	+$439K	0.04%	300
2025 Q1	–	Sell	-11,791	Closed	-$310K	–	377
2024 Q4	$310K	Buy	11,791 +500	+4%	+$14.3K	0.08%	112
2024 Q3	$321K	Buy	11,291 +700	+7%	+$18.8K	0.08%	116
2024 Q2	$281K	Hold	10,591	–	–	0.07%	118
2024 Q1	$241K	Buy	10,591 +300	+3%	+$6.41K	0.06%	140
2023 Q4	$224K	Hold	10,291	–	–	0.06%	143
2023 Q3	$209K	Sell	10,291 -1,093	-10%	-$23.6K	0.06%	137
2023 Q2	$238K	Sell	11,384 -500	-4%	-$11.1K	0.06%	127
2023 Q1	$263K	Hold	11,884	–	–	0.07%	122
2022 Q4	$262K	Buy	+11,884	New	+$233K	0.07%	120
2020 Q3	–	Sell	-23,828	Closed	-$79K	–	150
2020 Q2	$79K	Sell	23,828 -10,672	-31%	-$163K	0.03%	142
2020 Q1	$450K	Hold	34,500	–	–	0.17%	70
2019 Q4	$575K	Hold	34,500	–	–	0.15%	69
2019 Q3	$549K	Hold	34,500	–	–	0.19%	72
2019 Q2	$494K	Hold	34,500	–	–	0.15%	78
2019 Q1	$489K	Hold	34,500	–	–	0.17%	75
2018 Q4	$501K	Hold	34,500	–	–	0.2%	66
2018 Q3	$474K	Hold	34,500	–	–	0.18%	70
2018 Q2	$523K	Hold	34,500	–	–	0.21%	62
2018 Q1	$532K	Hold	34,500	–	–	0.19%	63
2017 Q4	$559K	Hold	34,500	–	–	0.18%	62
2017 Q3	$543K	Hold	34,500	–	–	0.18%	62
2017 Q2	$542K	Hold	34,500	–	–	0.18%	61
2017 Q1	$595K	Hold	34,500	–	–	0.2%	47
2016 Q4	$521K	Buy	+34,500	New	+$561K	0.2%	52

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

Coastal Bridge Advisors's SLV Position: Q1 2026 in Review

Coastal Bridge Advisors increased its iShares Silver Trust (SLV) stake by 1.6% in Q1 2026, buying an estimated $46.6K and bringing the position to 38,788 shares worth $2.64M. The position accounts for 0.19% of the portfolio, ranked #124.

Coastal Bridge Advisors first reported a position in SLV in Q4 2016 and has held it in 28 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Coastal Bridge Advisors held 38,788 shares of iShares Silver Trust worth $2.64M as of Q1 2026.
Coastal Bridge Advisors bought 613 iShares Silver Trust shares in Q1 2026, an estimated $46.6K.
iShares Silver Trust made up 0.19% of Coastal Bridge Advisors's portfolio in Q1 2026, its #124 holding.
Coastal Bridge Advisors first reported a position in iShares Silver Trust in Q4 2016 and has held it in 28 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.