Essex Investment Management’s iShares Silver Trust SLV Stock Holding History

Essex Investment Management’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	$52.5K	Hold	771	–	–	0.01%	253
2025 Q4	$49.7K	Hold	771	–	–	0.01%	254
2025 Q3	$32.7K	Hold	771	–	–	0.01%	272
2025 Q2	$25.3K	Hold	771	–	–	﹤0.01%	275
2025 Q1	$23.9K	Hold	771	–	–	0.01%	277
2024 Q4	$20.3K	Hold	771	–	–	﹤0.01%	285
2024 Q3	$21.9K	Hold	771	–	–	﹤0.01%	282
2024 Q2	$20.5K	Hold	771	–	–	﹤0.01%	285
2024 Q1	$17.5K	Hold	771	–	–	﹤0.01%	284
2023 Q4	$16.8K	Hold	771	–	–	﹤0.01%	295
2023 Q3	$15.7K	Hold	771	–	–	﹤0.01%	336
2023 Q2	$16.1K	Hold	771	–	–	﹤0.01%	345
2023 Q1	$17.1K	Hold	771	–	–	﹤0.01%	352
2022 Q4	$17K	Hold	771	–	–	﹤0.01%	354
2022 Q3	$13K	Hold	771	–	–	﹤0.01%	359
2022 Q2	$14K	Sell	771 -40,892	-98%	-$853K	﹤0.01%	372
2022 Q1	$953K	Sell	41,663 -15,448	-27%	-$343K	0.12%	225
2021 Q4	$1.23M	Hold	57,111	–	–	0.14%	210
2021 Q3	$1.17M	Hold	57,111	–	–	0.14%	206
2021 Q2	$1.38M	Sell	57,111 -17,346	-23%	-$430K	0.16%	200
2021 Q1	$1.69M	Buy	74,457 +19,346	+35%	+$471K	0.21%	168
2020 Q4	$1.35M	Sell	55,111 -25,000	-31%	-$569K	0.17%	189
2020 Q3	$1.73M	Buy	+80,111	New	+$1.82M	0.25%	129
2019 Q1	–	Sell	-5,640	Closed	-$82K	–	510
2018 Q4	$82K	Buy	+5,640	New	+$77.1K	0.01%	382
2016 Q4	–	Sell	-31,642	Closed	-$576K	–	368
2016 Q3	$576K	Sell	31,642 -34,058	-52%	-$634K	0.09%	236
2016 Q2	$1.17M	Buy	+65,700	New	+$1.05M	0.2%	121

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 $445B AUM 25.58% 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

Essex Investment Management's SLV Position: Q1 2026 in Review

Essex Investment Management held its iShares Silver Trust (SLV) position steady in Q1 2026 at 771 shares worth $52.5K. The position accounts for 0.01% of the portfolio, ranked #253.

Essex Investment Management first reported a position in SLV in Q2 2016 and has held it in 26 quarters since. The position peaked at $1.73M in Q3 2020. 1,554 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Essex Investment Management held 771 shares of iShares Silver Trust worth $52.5K as of Q1 2026.
Essex Investment Management left its iShares Silver Trust share count unchanged in Q1 2026.
iShares Silver Trust made up 0.01% of Essex Investment Management's portfolio in Q1 2026, its #253 holding.
Essex Investment Management first reported a position in iShares Silver Trust in Q2 2016 and has held it in 26 quarters since.
Essex Investment Management's iShares Silver Trust position peaked at $1.73M in Q3 2020.
1,554 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.