Crescent Grove Advisors’s iShares Silver Trust SLV Stock Holding History

Crescent Grove 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 Q3	$678K	Sell	12,447 -34,980	-74%	-$1.98M	0.06%	169
2026 Q2	$2.54M	Buy	47,427 +25,550	+117%	+$1.69M	0.21%	86
2026 Q1	$1.49M	Sell	21,877 -40,846	-65%	-$3.1M	0.14%	111
2025 Q4	$4.04M	Buy	62,723 +31,636	+102%	+$1.58M	0.38%	61
2025 Q3	$1.32M	Buy	+31,087	New	+$1.12M	0.13%	103
2021 Q3	–	Sell	-11,624	Closed	-$282K	–	287
2021 Q2	$282K	Sell	11,624 -200	-2%	-$4.95K	0.03%	205
2021 Q1	$268K	Buy	11,824 +1,602	+16%	+$39K	0.03%	174
2020 Q4	$251K	Buy	+10,222	New	+$232K	0.03%	157

Other funds holding SLV

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Crescent Grove Advisors's SLV Position: Q3 2026 in Review

Crescent Grove Advisors reduced its iShares Silver Trust (SLV) stake by 74% in Q3 2026, selling an estimated $1.98M and leaving 12,447 shares worth $678K. The position accounts for 0.06% of the portfolio, ranked #169.

Crescent Grove Advisors first reported a position in SLV in Q4 2020 and has held it in 8 quarters since. The position peaked at $4.04M in Q4 2025. 1,264 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Crescent Grove Advisors held 12,447 shares of iShares Silver Trust worth $678K as of Q3 2026.
Crescent Grove Advisors sold 34,980 iShares Silver Trust shares in Q3 2026, an estimated $1.98M.
iShares Silver Trust made up 0.06% of Crescent Grove Advisors's portfolio in Q3 2026, its #169 holding.
Crescent Grove Advisors first reported a position in iShares Silver Trust in Q4 2020 and has held it in 8 quarters since.
Crescent Grove Advisors's iShares Silver Trust position peaked at $4.04M in Q4 2025.
1,264 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Crescent Grove Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.