Coppell Advisory Solutions’s iShares Silver Trust SLV Stock Holding History

Coppell Advisory Solutions’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	-2,927	Closed	-$202K	–	296
2025 Q4	$202K	Buy	+2,927	New	+$147K	0.02%	383
2025 Q1	–	Sell	-3,354	Closed	-$88.6K	–	1604
2024 Q4	$88.6K	Buy	3,354 +1,000	+42%	+$28.6K	0.01%	444
2024 Q3	$67.9K	Sell	2,354 -300	-11%	-$8.06K	0.01%	474
2024 Q2	$70.5K	Buy	+2,654	New	+$69.8K	0.01%	422
2023 Q4	$23.5K	Buy	1,079 +71	+7%	+$1.51K	﹤0.01%	681
2023 Q3	$22.2K	Buy	1,008 +229	+29%	+$4.95K	0.01%	478
2023 Q2	$16.1K	Buy	+779	New	+$17.3K	﹤0.01%	605
2023 Q1	–	Sell	-1,008	Closed	-$22.2K	–	929
2022 Q4	$22.2K	Buy	+1,008	New	+$19.7K	0.01%	485

Other funds holding SLV

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company)

CTC (Chicago Trading Company) Chicago, Illinois $1.25B AUM 46.5% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return