Hillcrest Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Hillcrest Wealth 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	$279K	Buy	+4,100	New	+$312K	0.11%	44
2022 Q4	–	Sell	-39,450	Closed	-$690K	–	52
2022 Q3	$690K	Buy	39,450 +6,650	+20%	+$118K	0.44%	31
2022 Q2	$611K	Buy	+32,800	New	+$684K	0.37%	32
2022 Q1	–	Sell	-25,050	Closed	-$539K	–	52
2021 Q4	$539K	Buy	25,050 +4,950	+25%	+$107K	0.29%	36
2021 Q3	$412K	Buy	+20,100	New	+$452K	0.24%	40
2020 Q4	–	Sell	-11,500	Closed	-$249K	–	58
2020 Q3	$249K	Buy	+11,500	New	+$261K	0.18%	50
2020 Q2	–	Sell	-31,840	Closed	-$416K	–	45
2020 Q1	$416K	Buy	31,840 +17,065	+115%	+$268K	0.41%	32
2019 Q4	$246K	Buy	14,775 +1,200	+9%	+$19.4K	0.2%	34
2019 Q3	$216K	Sell	13,575 -33,170	-71%	-$528K	0.19%	37
2019 Q2	$670K	Buy	46,745 +2,000	+4%	+$27.9K	0.56%	26
2019 Q1	$634K	Buy	44,745 +4,100	+10%	+$59.9K	0.56%	27
2018 Q4	$590K	Buy	+40,645	New	+$555K	0.55%	28

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

Hillcrest Wealth Advisors's SLV Position: Q1 2026 in Review

Hillcrest Wealth Advisors opened a new position in iShares Silver Trust (SLV) in Q1 2026: 4,100 shares worth $279K. The stake represents 0.11% of the portfolio and ranks #44 among its holdings. This is a return to the name: Hillcrest Wealth Advisors previously reported a position in SLV as recently as Q3 2022.

Hillcrest Wealth Advisors first reported a position in SLV in Q4 2018 and has held it in 12 quarters since. The position peaked at $690K in Q3 2022. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Hillcrest Wealth Advisors held 4,100 shares of iShares Silver Trust worth $279K as of Q1 2026.
iShares Silver Trust was a new Hillcrest Wealth Advisors position in Q1 2026.
iShares Silver Trust made up 0.11% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #44 holding.
Hillcrest Wealth Advisors first reported a position in iShares Silver Trust in Q4 2018 and has held it in 12 quarters since.
Hillcrest Wealth Advisors's iShares Silver Trust position peaked at $690K in Q3 2022.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.