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 Q2	$1.89M	Sell	35,395 -3,393	-9%	-$225K	0.12%	173
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 +700	+5%	+$21.4K	0.04%	300
2025 Q1	$423K	Buy	13,661 +1,870	+16%	+$54.3K	0.04%	300
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 $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Coastal Bridge Advisors's SLV Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its iShares Silver Trust (SLV) stake by 8.7% in Q2 2026, selling an estimated $225K and leaving 35,395 shares worth $1.89M. The position accounts for 0.12% of the portfolio, ranked #173.

Coastal Bridge Advisors first reported a position in SLV in Q4 2016 and has held it in 30 quarters since. The position peaked at $2.64M in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Coastal Bridge Advisors held 35,395 shares of iShares Silver Trust worth $1.89M as of Q2 2026.
Coastal Bridge Advisors sold 3,393 iShares Silver Trust shares in Q2 2026, an estimated $225K.
iShares Silver Trust made up 0.12% of Coastal Bridge Advisors's portfolio in Q2 2026, its #173 holding.
Coastal Bridge Advisors first reported a position in iShares Silver Trust in Q4 2016 and has held it in 30 quarters since.
Coastal Bridge Advisors's iShares Silver Trust position peaked at $2.64M in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.