CI
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CX Institutional’s iShares Silver Trust SLV Stock Holding History

CX Institutional’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 		$730K Buy
13,388
+471
+4% +$26.7K 0.02% 394
2026
Q2 		$691K Sell
12,917
-199
-2% -$13.2K 0.02% 391
2026
Q1 		$894K Sell
13,116
-764
-6% -$58K 0.03% 357
2025
Q4 		$894K Buy
13,880
+2,672
+24% +$134K 0.03% 305
2025
Q3 		$475K Buy
11,208
+10,430
+1,341% +$375K 0.01% 446
2025
Q2 		$26K Hold
778
– – ﹤0.01% 936
2025
Q1 		$24K Sell
778
-8,442
-92% -$245K ﹤0.01% 930
2024
Q4 		$243K Sell
9,220
-14,554
-61% -$416K 0.01% 479
2024
Q3 		$675K Buy
23,774
+14,676
+161% +$394K 0.03% 335
2024
Q2 		$242K Sell
9,098
-16,339
-64% -$430K 0.01% 503
2024
Q1 		$579K Buy
25,437
+16,789
+194% +$359K 0.03% 351
2023
Q4 		$188K Buy
+8,648
New +$184K 0.01% 498
2023
Q3 		– Sell
-10,362
Closed -$216K – 543
2023
Q2 		$216K Buy
+10,362
New +$230K 0.01% 492
2023
Q1 		– Sell
-239,570
Closed -$5.28M – 576
2022
Q4 		$5.28M Buy
+239,570
New +$4.69M 0.32% 75
2022
Q3 		– Sell
-1,695
Closed -$32K – 1025
2022
Q2 		$32K Buy
+1,695
New +$35.3K ﹤0.01% 763
2020
Q4 		– Sell
-3,000
Closed -$65K – 910
2020
Q3 		$65K Buy
+3,000
New +$68.2K 0.01% 357

Other funds holding SLV

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

CX Institutional's SLV Position: Q3 2026 in Review

CX Institutional increased its iShares Silver Trust (SLV) stake by 3.6% in Q3 2026, buying an estimated $26.7K and bringing the position to 13,388 shares worth $730K. The position accounts for 0.02% of the portfolio, ranked #394.

CX Institutional first reported a position in SLV in Q3 2020 and has held it in 16 quarters since. The position peaked at $5.28M in Q4 2022. 72 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • CX Institutional held 13,388 shares of iShares Silver Trust worth $730K as of Q3 2026.
  • CX Institutional bought 471 iShares Silver Trust shares in Q3 2026, an estimated $26.7K.
  • iShares Silver Trust made up 0.02% of CX Institutional's portfolio in Q3 2026, its #394 holding.
  • CX Institutional first reported a position in iShares Silver Trust in Q3 2020 and has held it in 16 quarters since.
  • CX Institutional's iShares Silver Trust position peaked at $5.28M in Q4 2022.
  • 72 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.