DDFG Inc’s iShares Silver Trust SLV Stock Holding History

DDFG Inc’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	$1.13M	Sell	16,644 -1,991	-11%	-$151K	0.24%	37
2025 Q4	$1.2M	Sell	18,635 -1,850	-9%	-$92.6K	0.26%	35
2025 Q3	$868K	Hold	20,485	–	–	0.2%	40
2025 Q2	$672K	Buy	20,485 +2,000	+11%	+$61.2K	0.17%	43
2025 Q1	$573K	Hold	18,485	–	–	0.16%	44
2024 Q4	$487K	Hold	18,485	–	–	0.14%	48
2024 Q3	$525K	Hold	18,485	–	–	0.15%	47
2024 Q2	$491K	Hold	18,485	–	–	0.15%	48
2024 Q1	$421K	Hold	18,485	–	–	0.13%	53
2023 Q4	$403K	Hold	18,485	–	–	0.14%	50
2023 Q3	$376K	Buy	18,485 +8,360	+83%	+$181K	0.14%	51
2023 Q2	$212K	Hold	10,125	–	–	0.08%	66
2023 Q1	$224K	Hold	10,125	–	–	0.09%	65
2022 Q4	$223K	Buy	+10,125	New	+$198K	0.09%	64

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

DDFG Inc's SLV Position: Q1 2026 in Review

DDFG Inc reduced its iShares Silver Trust (SLV) stake by 11% in Q1 2026, selling an estimated $151K and leaving 16,644 shares worth $1.13M. The position accounts for 0.24% of the portfolio, ranked #37.

DDFG Inc first reported a position in SLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.2M in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

DDFG Inc held 16,644 shares of iShares Silver Trust worth $1.13M as of Q1 2026.
DDFG Inc sold 1,991 iShares Silver Trust shares in Q1 2026, an estimated $151K.
iShares Silver Trust made up 0.24% of DDFG Inc's portfolio in Q1 2026, its #37 holding.
DDFG Inc first reported a position in iShares Silver Trust in Q4 2022 and has held it in 14 quarters since.
DDFG Inc's iShares Silver Trust position peaked at $1.2M in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on DDFG Inc's 13F filing for Q1 2026, filed 22 Apr 2026.