Crewe Advisors’s iShares Silver Trust SLV Stock Holding History

Crewe 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	$39K	Hold	729	–	–	﹤0.01%	479
2026 Q1	$49.7K	Buy	729 +13	+2%	+$988	﹤0.01%	382
2025 Q4	$46.1K	Buy	716 +200	+39%	+$10K	﹤0.01%	376
2025 Q3	$21.9K	Hold	516	–	–	﹤0.01%	480
2025 Q2	$16.9K	Hold	516	–	–	﹤0.01%	396
2025 Q1	$16K	Hold	516	–	–	﹤0.01%	373
2024 Q4	$13.6K	Hold	516	–	–	﹤0.01%	400
2024 Q3	$14.7K	Hold	516	–	–	﹤0.01%	437
2024 Q2	$13.7K	Sell	516 -1,450	-74%	-$38.1K	﹤0.01%	624
2024 Q1	$44.7K	Hold	1,966	–	–	0.01%	373
2023 Q4	$42.8K	Hold	1,966	–	–	0.01%	132
2023 Q3	$40K	Hold	1,966	–	–	0.01%	156
2023 Q2	$41.1K	Hold	1,966	–	–	0.01%	287
2023 Q1	$43.5K	Hold	1,966	–	–	0.01%	325
2022 Q4	$43.3K	Hold	1,966	–	–	0.01%	322
2022 Q3	$34K	Buy	1,966 +516	+36%	+$9.14K	0.01%	368
2022 Q2	$27K	Hold	1,450	–	–	0.01%	373
2022 Q1	$33K	Buy	+1,450	New	+$32.2K	0.01%	261
2021 Q3	–	Sell	-1,500	Closed	-$36K	–	453
2021 Q2	$36K	Hold	1,500	–	–	0.01%	179
2021 Q1	$34K	Buy	+1,500	New	+$36.5K	0.01%	174
2019 Q1	–	Sell	-280	Closed	-$4K	–	268
2018 Q4	$4K	Hold	280	–	–	﹤0.01%	205
2018 Q3	$4K	Hold	280	–	–	﹤0.01%	219
2018 Q2	$4K	Hold	280	–	–	﹤0.01%	235
2018 Q1	$4K	Hold	280	–	–	﹤0.01%	243
2017 Q4	$4K	Buy	+280	New	+$4.42K	﹤0.01%	242

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

Crewe Advisors's SLV Position: Q2 2026 in Review

Crewe Advisors held its iShares Silver Trust (SLV) position steady in Q2 2026 at 729 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Crewe Advisors first reported a position in SLV in Q4 2017 and has held it in 25 quarters since. The position peaked at $49.7K in Q1 2026. 1,412 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Crewe Advisors held 729 shares of iShares Silver Trust worth $39K as of Q2 2026.
Crewe Advisors left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #479 holding.
Crewe Advisors first reported a position in iShares Silver Trust in Q4 2017 and has held it in 25 quarters since.
Crewe Advisors's iShares Silver Trust position peaked at $49.7K in Q1 2026.
1,412 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.