Glass Jacobson Investment Advisors’s iShares Silver Trust SLV Stock Holding History

Glass Jacobson Investment 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	$81.4K	Sell	1,194 -986	-45%	-$74.9K	0.03%	265
2025 Q4	$140K	Hold	2,180	–	–	0.05%	214
2025 Q3	$92.4K	Hold	2,180	–	–	0.03%	239
2025 Q2	$71.5K	Hold	2,180	–	–	0.03%	257
2025 Q1	$57.4K	Hold	2,180	–	–	0.02%	357
2024 Q4	$57.4K	Hold	2,180	–	–	0.02%	357
2024 Q3	$61.9K	Hold	2,180	–	–	0.02%	333
2024 Q2	$57.9K	Hold	2,180	–	–	0.02%	323
2024 Q1	$49.6K	Hold	2,180	–	–	0.02%	350
2023 Q4	$47.5K	Hold	2,180	–	–	0.02%	341
2023 Q3	$44.3K	Sell	2,180 -464	-18%	-$10K	0.02%	335
2023 Q2	$55.2K	Buy	+2,644	New	+$58.8K	0.03%	322
2022 Q4	$58.2K	Buy	+2,644	New	+$51.8K	0.03%	324

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

Glass Jacobson Investment Advisors's SLV Position: Q1 2026 in Review

Glass Jacobson Investment Advisors reduced its iShares Silver Trust (SLV) stake by 45% in Q1 2026, selling an estimated $74.9K and leaving 1,194 shares worth $81.4K. The position accounts for 0.03% of the portfolio, ranked #265.

Glass Jacobson Investment Advisors first reported a position in SLV in Q4 2022 and has held it in 13 quarters since. The position peaked at $140K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Glass Jacobson Investment Advisors held 1,194 shares of iShares Silver Trust worth $81.4K as of Q1 2026.
Glass Jacobson Investment Advisors sold 986 iShares Silver Trust shares in Q1 2026, an estimated $74.9K.
iShares Silver Trust made up 0.03% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #265 holding.
Glass Jacobson Investment Advisors first reported a position in iShares Silver Trust in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's iShares Silver Trust position peaked at $140K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.