Financial Gravity Asset Management’s iShares Silver Trust SLV Stock Holding History

Financial Gravity Asset 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	$10.8K	Buy	+159	New	+$12.1K	﹤0.01%	555
2025 Q1	$24.4K	Buy	+786	New	+$22.8K	0.01%	446
2024 Q2	–	Sell	-576	Closed	-$12.6K	–	1735
2024 Q1	$12.6K	Hold	576	–	–	﹤0.01%	437
2023 Q4	$12.5K	Buy	+576	New	+$12.3K	﹤0.01%	447
2021 Q3	$27K	Hold	305	–	–	0.01%	737
2021 Q2	$31K	Buy	+305	New	+$7.55K	0.01%	705
2020 Q4	$0	Buy	+5	New	+$114	﹤0.01%	649
2019 Q4	$17K	Sell	384 -24	-6%	-$389	0.01%	1073
2019 Q3	$6K	Buy	408 +2	+0.5%	+$32	0.01%	673
2019 Q2	$6K	Sell	406 -3,114	-88%	-$43.5K	﹤0.01%	666
2019 Q1	$50K	Buy	+3,520	New	+$51.4K	0.04%	318
2018 Q3	$19K	Sell	1,364 -96	-7%	-$1.35K	0.02%	478
2018 Q2	$21K	Buy	1,460 +50	+4%	+$779	0.02%	467
2018 Q1	$22K	Buy	+1,410	New	+$22.3K	0.02%	499

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

Jane Street New York $1.21T AUM 78.12% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Gravity Asset Management's SLV Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in iShares Silver Trust (SLV) in Q1 2026: 159 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #555 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SLV as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in SLV in Q1 2018 and has held it in 14 quarters since. The position peaked at $50K in Q1 2019. 1,559 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Financial Gravity Asset Management held 159 shares of iShares Silver Trust worth $10.8K as of Q1 2026.
iShares Silver Trust was a new Financial Gravity Asset Management position in Q1 2026.
iShares Silver Trust made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #555 holding.
Financial Gravity Asset Management first reported a position in iShares Silver Trust in Q1 2018 and has held it in 14 quarters since.
Financial Gravity Asset Management's iShares Silver Trust position peaked at $50K in Q1 2019.
1,559 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.