Investment Advisory Group’s iShares Silver Trust SLV Stock Holding History

Investment Advisory Group’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	$547K	Buy	8,034 +21	+0.3%	+$1.6K	0.14%	102
2025 Q4	$516K	Sell	8,013 -384	-5%	-$19.2K	0.13%	107
2025 Q3	$356K	Buy	8,397 +675	+9%	+$24.2K	0.1%	127
2025 Q2	$253K	Hold	7,722	–	–	0.08%	147
2025 Q1	$239K	Sell	7,722 -48	-0.6%	-$1.4K	0.08%	146
2024 Q4	$205K	Sell	7,770 -226	-3%	-$6.46K	0.07%	162
2024 Q3	$227K	Sell	7,996 -209	-3%	-$5.62K	0.08%	154
2024 Q2	$218K	Buy	+8,205	New	+$216K	0.08%	150

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

Investment Advisory Group's SLV Position: Q1 2026 in Review

Investment Advisory Group increased its iShares Silver Trust (SLV) stake by 0.26% in Q1 2026, buying an estimated $1.6K and bringing the position to 8,034 shares worth $547K. The position accounts for 0.14% of the portfolio, ranked #102.

Investment Advisory Group first reported a position in SLV in Q2 2024 and has held it in 8 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Investment Advisory Group held 8,034 shares of iShares Silver Trust worth $547K as of Q1 2026.
Investment Advisory Group bought 21 iShares Silver Trust shares in Q1 2026, an estimated $1.6K.
iShares Silver Trust made up 0.14% of Investment Advisory Group's portfolio in Q1 2026, its #102 holding.
Investment Advisory Group first reported a position in iShares Silver Trust in Q2 2024 and has held it in 8 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.