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 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 $1.66T 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

Crescent Grove Advisors's SLV Position: Q1 2026 in Review

Crescent Grove Advisors reduced its iShares Silver Trust (SLV) stake by 65% in Q1 2026, selling an estimated $3.1M and leaving 21,877 shares worth $1.49M. The position accounts for 0.14% of the portfolio, ranked #111.

Crescent Grove Advisors first reported a position in SLV in Q4 2020 and has held it in 6 quarters since. The position peaked at $4.04M in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Crescent Grove Advisors held 21,877 shares of iShares Silver Trust worth $1.49M as of Q1 2026.
Crescent Grove Advisors sold 40,846 iShares Silver Trust shares in Q1 2026, an estimated $3.1M.
iShares Silver Trust made up 0.14% of Crescent Grove Advisors's portfolio in Q1 2026, its #111 holding.
Crescent Grove Advisors first reported a position in iShares Silver Trust in Q4 2020 and has held it in 6 quarters since.
Crescent Grove Advisors's iShares Silver Trust position peaked at $4.04M in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.