Doliver Advisors’s iShares Silver Trust SLV Stock Holding History

Doliver 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
2020 Q4	–	Sell	-3,000	Closed	-$1K	–	165
2020 Q3	$1K	Buy	+3,000	New	+$68.2K	﹤0.01%	161

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

Doliver Advisors's SLV Position: Q1 2026 in Review

Doliver Advisors sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 11,153 shares — an estimated $718K sold.

Doliver Advisors first reported a position in SLV in Q2 2020 and held it in 23 quarters. The position peaked at $726K in Q3 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Doliver Advisors reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
Doliver Advisors sold 11,153 iShares Silver Trust shares in Q1 2026, an estimated $718K.
Doliver Advisors first reported a position in iShares Silver Trust in Q2 2020 and held it in 23 quarters.
Doliver Advisors's iShares Silver Trust position peaked at $726K in Q3 2025.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Doliver Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.