Kercheville Advisors’s iShares Silver Trust SLV Stock Holding History

Kercheville 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 Q2	–	Sell	-21,825	Closed	-$1.49M	–	118
2026 Q1	$1.49M	Sell	21,825 -35,675	-62%	-$2.71M	0.48%	42
2025 Q4	$5.01M	Sell	57,500 -3,200	-5%	-$160K	1.31%	27
2025 Q3	$2.57M	Buy	60,700 +9,500	+19%	+$341K	0.78%	29
2025 Q2	$1.68M	Buy	51,200 +37,760	+281%	+$1.15M	0.58%	38
2025 Q1	$417K	Sell	13,440 -260	-2%	-$7.55K	0.17%	64
2024 Q4	$361K	Sell	13,700 -40,700	-75%	-$1.16M	0.14%	71
2024 Q3	$1.55M	Buy	54,400 +25,700	+90%	+$691K	0.65%	36
2024 Q2	$763K	Buy	28,700 +12,000	+72%	+$316K	0.33%	46
2024 Q1	$380K	Hold	16,700	–	–	0.18%	58
2023 Q4	$364K	Sell	16,700 -300	-2%	-$6.39K	0.2%	50
2023 Q3	$346K	Hold	17,000	–	–	0.22%	48
2023 Q2	$355K	Sell	17,000 -700	-4%	-$15.6K	0.22%	52
2023 Q1	$392K	Sell	17,700 -500	-3%	-$10.4K	0.27%	46
2022 Q4	$401K	Hold	18,200	–	–	0.28%	50
2022 Q3	$319K	Hold	18,200	–	–	0.33%	50
2022 Q2	$339K	Hold	18,200	–	–	0.22%	59
2022 Q1	$416K	Hold	18,200	–	–	0.2%	69
2021 Q4	$391K	Hold	18,200	–	–	0.17%	80
2021 Q3	$373K	Hold	18,200	–	–	0.18%	76
2021 Q2	$441K	Hold	18,200	–	–	0.2%	75
2021 Q1	$414K	Buy	18,200 +9,500	+109%	+$231K	0.21%	80
2020 Q4	$213K	Buy	+8,700	New	+$198K	0.12%	98

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kercheville Advisors's SLV Position: Q2 2026 in Review

Kercheville Advisors sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 21,825 shares — an estimated $1.49M sold.

Kercheville Advisors first reported a position in SLV in Q4 2020 and held it in 22 quarters. The position peaked at $5.01M in Q4 2025. 1,418 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Kercheville Advisors reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Kercheville Advisors sold 21,825 iShares Silver Trust shares in Q2 2026, an estimated $1.49M.
Kercheville Advisors first reported a position in iShares Silver Trust in Q4 2020 and held it in 22 quarters.
Kercheville Advisors's iShares Silver Trust position peaked at $5.01M in Q4 2025.
1,418 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.