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 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 $1.66T 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

Kercheville Advisors's SLV Position: Q1 2026 in Review

Kercheville Advisors reduced its iShares Silver Trust (SLV) stake by 62% in Q1 2026, selling an estimated $2.71M and leaving 21,825 shares worth $1.49M. The position accounts for 0.48% of the portfolio, ranked #42.

Kercheville Advisors first reported a position in SLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.01M in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Kercheville Advisors held 21,825 shares of iShares Silver Trust worth $1.49M as of Q1 2026.
Kercheville Advisors sold 35,675 iShares Silver Trust shares in Q1 2026, an estimated $2.71M.
iShares Silver Trust made up 0.48% of Kercheville Advisors's portfolio in Q1 2026, its #42 holding.
Kercheville Advisors first reported a position in iShares Silver Trust in Q4 2020 and has held it in 22 quarters since.
Kercheville Advisors's iShares Silver Trust position peaked at $5.01M in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.