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Intellus Advisors’s iShares Silver Trust SLV Stock Holding History

Intellus 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
-41,460
Closed -$2.67M – 136
2025
Q4 		$2.67M Sell
41,460
-11,540
-22% -$578K 0.35% 32
2025
Q3 		$2.25M Buy
53,000
+156
+0.3% +$5.6K 0.31% 33
2025
Q2 		$1.73M Buy
52,844
+6,200
+13% +$190K 0.26% 35
2025
Q1 		$1.45M Buy
46,644
+6,100
+15% +$177K 0.25% 38
2024
Q4 		$1.07M Buy
+40,544
New +$1.16M 0.18% 47

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

Intellus Advisors's SLV Position: Q1 2026 in Review

Intellus Advisors sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 41,460 shares — an estimated $2.67M sold.

Intellus Advisors first reported a position in SLV in Q4 2024 and held it in 5 quarters. The position peaked at $2.67M in Q4 2025. 1,559 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Intellus Advisors reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
  • Intellus Advisors sold 41,460 iShares Silver Trust shares in Q1 2026, an estimated $2.67M.
  • Intellus Advisors first reported a position in iShares Silver Trust in Q4 2024 and held it in 5 quarters.
  • Intellus Advisors's iShares Silver Trust position peaked at $2.67M in Q4 2025.
  • 1,559 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.