IAA
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Independent Advisor Alliance’s iShares Silver Trust SLV Stock Holding History

Independent Advisor Alliance’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 		$6.85M Sell
100,539
-70,849
-41% -$5.38M 0.07% 247
2025
Q4 		$11M Buy
171,388
+27,511
+19% +$1.38M 0.27% 51
2025
Q3 		$6.1M Buy
143,877
+42,618
+42% +$1.53M 0.16% 104
2025
Q2 		$3.32M Buy
101,259
+6,897
+7% +$211K 0.1% 187
2025
Q1 		$2.92M Sell
94,362
-18,028
-16% -$524K 0.1% 195
2024
Q4 		$2.96M Buy
112,390
+2,334
+2% +$66.7K 0.04% 407
2024
Q3 		$3.13M Buy
110,056
+51,713
+89% +$1.39M 0.11% 156
2024
Q2 		$1.55M Buy
58,343
+9,594
+20% +$252K 0.05% 257
2024
Q1 		$1.11M Sell
48,749
-4,133
-8% -$88.3K 0.04% 306
2023
Q4 		$1.15M Sell
52,882
-3,183
-6% -$67.8K 0.04% 283
2023
Q3 		$1.14M Sell
56,065
-227,499
-80% -$4.92M 0.05% 275
2023
Q2 		$5.92M Buy
283,564
+138,396
+95% +$3.08M 0.26% 71
2023
Q1 		$3.21M Buy
145,168
+99,134
+215% +$2.05M 0.15% 124
2022
Q4 		$1.01K Buy
46,034
+1,450
+3% +$28.4K ﹤0.01% 299
2022
Q3 		$780K Sell
44,584
-43,296
-49% -$767K 0.05% 289
2022
Q2 		$1.64M Sell
87,880
-1,393
-2% -$29K 0.09% 187
2022
Q1 		$2.04M Sell
89,273
-1,342
-1% -$29.8K 0.1% 182
2021
Q4 		$1.95M Buy
90,615
+47,800
+112% +$1.03M 0.1% 164
2021
Q3 		$879K Sell
42,815
-49,117
-53% -$1.1M 0.05% 286
2021
Q2 		$2.23M Buy
91,932
+5,417
+6% +$134K 0.12% 158
2021
Q1 		$1.96M Buy
86,515
+50,568
+141% +$1.23M 0.12% 155
2020
Q4 		$883K Buy
35,947
+952
+3% +$21.7K 0.06% 237
2020
Q3 		$757K Buy
34,995
+19,770
+130% +$449K 0.06% 224
2020
Q2 		$259K Sell
15,225
-4,024
-21% -$61.5K 0.03% 385
2020
Q1 		$251K Buy
19,249
+1,125
+6% +$17.7K 0.04% 314
2019
Q4 		$302K Sell
18,124
-1,998
-10% -$32.4K 0.01% 676
2019
Q3 		$320K Buy
20,122
+8,937
+80% +$142K 0.04% 323
2019
Q2 		$160K Sell
11,185
-108
-1% -$1.51K 0.02% 386
2019
Q1 		$160K Sell
11,293
-505
-4% -$7.37K 0.02% 412
2018
Q4 		$171K Sell
11,798
-6,402
-35% -$87.5K 0.03% 374
2018
Q3 		$248K Buy
18,200
+1,014
+6% +$14.3K 0.04% 300
2018
Q2 		$260K Buy
17,186
+1,050
+7% +$16.4K 0.05% 272
2018
Q1 		$253K Buy
16,136
+200
+1% +$3.16K 0.06% 275
2017
Q4 		$257K Buy
15,936
+1,504
+10% +$23.7K 0.06% 264
2017
Q3 		$231K Buy
14,432
+502
+4% +$8K 0.06% 236
2017
Q2 		$207K Sell
13,930
-24,637
-64% -$401K 0.07% 228
2017
Q1 		$668K Sell
38,567
-1,232
-3% -$20.4K 0.11% 206
2016
Q4 		$644K Buy
+39,799
New +$647K 0.28% 97

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

Independent Advisor Alliance's SLV Position: Q1 2026 in Review

Independent Advisor Alliance reduced its iShares Silver Trust (SLV) stake by 41% in Q1 2026, selling an estimated $5.38M and leaving 100,539 shares worth $6.85M. The position accounts for 0.07% of the portfolio, ranked #247.

Independent Advisor Alliance first reported a position in SLV in Q4 2016 and has held it in 38 quarters since. The position peaked at $11M in Q4 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Independent Advisor Alliance held 100,539 shares of iShares Silver Trust worth $6.85M as of Q1 2026.
  • Independent Advisor Alliance sold 70,849 iShares Silver Trust shares in Q1 2026, an estimated $5.38M.
  • iShares Silver Trust made up 0.07% of Independent Advisor Alliance's portfolio in Q1 2026, its #247 holding.
  • Independent Advisor Alliance first reported a position in iShares Silver Trust in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's iShares Silver Trust position peaked at $11M in Q4 2025.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.