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Gladstone Institutional Advisory’s iShares Silver Trust SLV Stock Holding History

Gladstone Institutional Advisory’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 		$1.4M Sell
20,499
-2,206
-10% -$168K 0.05% 316
2025
Q4 		$1.46M Buy
22,705
+6,650
+41% +$333K 0.06% 296
2025
Q3 		$680K Buy
16,055
+2,561
+19% +$92K 0.03% 444
2025
Q2 		$443K Sell
13,494
-431
-3% -$13.2K 0.02% 527
2025
Q1 		$432K Sell
13,925
-1,714
-11% -$49.8K 0.02% 500
2024
Q4 		$412K Sell
15,639
-42,287
-73% -$1.21M 0.02% 515
2024
Q3 		$1.65M Buy
57,926
+45,100
+352% +$1.21M 0.08% 254
2024
Q2 		$341K Buy
12,826
+80
+0.6% +$2.1K 0.02% 513
2024
Q1 		$290K Sell
12,746
-2,022
-14% -$43.2K 0.02% 536
2023
Q4 		$322K Buy
14,768
+821
+6% +$17.5K 0.02% 508
2023
Q3 		$284K Sell
13,947
-451
-3% -$9.75K 0.02% 507
2023
Q2 		$301K Sell
14,398
-370
-3% -$8.23K 0.02% 521
2023
Q1 		$327K Sell
14,768
-200
-1% -$4.14K 0.02% 499
2022
Q4 		$330K Buy
14,968
+1,099
+8% +$21.5K 0.02% 481
2022
Q3 		$243K Sell
13,869
-1,217
-8% -$21.6K 0.02% 542
2022
Q2 		$281K Sell
15,086
-19,936
-57% -$416K 0.02% 519
2022
Q1 		$801K Buy
35,022
+24,403
+230% +$542K 0.05% 341
2021
Q4 		$228K Sell
10,619
-10,170
-49% -$220K 0.02% 535
2021
Q3 		$427K Sell
20,789
-1,805
-8% -$40.6K 0.04% 365
2021
Q2 		$547K Buy
22,594
+5,531
+32% +$137K 0.07% 284
2021
Q1 		$387K Buy
17,063
+7,168
+72% +$175K 0.06% 276
2020
Q4 		$243K Sell
9,895
-922
-9% -$21K 0.05% 264
2020
Q3 		$234K Buy
+10,817
New +$246K 0.06% 235

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gladstone Institutional Advisory's SLV Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its iShares Silver Trust (SLV) stake by 9.7% in Q1 2026, selling an estimated $168K and leaving 20,499 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #316.

Gladstone Institutional Advisory first reported a position in SLV in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.65M in Q3 2024. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Gladstone Institutional Advisory held 20,499 shares of iShares Silver Trust worth $1.4M as of Q1 2026.
  • Gladstone Institutional Advisory sold 2,206 iShares Silver Trust shares in Q1 2026, an estimated $168K.
  • iShares Silver Trust made up 0.05% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #316 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Silver Trust in Q3 2020 and has held it in 23 quarters since.
  • Gladstone Institutional Advisory's iShares Silver Trust position peaked at $1.65M in Q3 2024.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.