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 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 $1.89T 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

Crescent Grove Advisors's SLV Position: Q2 2026 in Review

Crescent Grove Advisors increased its iShares Silver Trust (SLV) stake by 117% in Q2 2026, buying an estimated $1.69M and bringing the position to 47,427 shares worth $2.54M. The position accounts for 0.21% of the portfolio, ranked #86.

Crescent Grove Advisors first reported a position in SLV in Q4 2020 and has held it in 7 quarters since. The position peaked at $4.04M in Q4 2025. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Crescent Grove Advisors held 47,427 shares of iShares Silver Trust worth $2.54M as of Q2 2026.
Crescent Grove Advisors bought 25,550 iShares Silver Trust shares in Q2 2026, an estimated $1.69M.
iShares Silver Trust made up 0.21% of Crescent Grove Advisors's portfolio in Q2 2026, its #86 holding.
Crescent Grove Advisors first reported a position in iShares Silver Trust in Q4 2020 and has held it in 7 quarters since.
Crescent Grove Advisors's iShares Silver Trust position peaked at $4.04M in Q4 2025.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.