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Garton & Associates Financial Advisors’s iShares Silver Trust SLV Stock Holding History

Garton & Associates Financial 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
2026
Q1 		– Sell
-2,563
Closed -$165K – 603
2025
Q4 		$165K Buy
+2,563
New +$128K 0.09% 162

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Garton & Associates Financial Advisors's SLV Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 2,563 shares — an estimated $165K sold.

Garton & Associates Financial Advisors first reported a position in SLV in Q4 2025 and held it in 1 quarter. The position peaked at $165K in Q4 2025. 1,558 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 2,563 iShares Silver Trust shares in Q1 2026, an estimated $165K.
  • Garton & Associates Financial Advisors first reported a position in iShares Silver Trust in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares Silver Trust position peaked at $165K in Q4 2025.
  • 1,558 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.