Kingswood Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Kingswood Wealth 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	$2.48M	Sell	36,429 -1,766	-5%	-$134K	0.12%	197
2025 Q4	$2.46M	Buy	38,195 +4,499	+13%	+$225K	0.12%	170
2025 Q3	$1.43M	Sell	33,696 -136	-0.4%	-$4.88K	0.09%	240
2025 Q2	$1.11M	Sell	33,832 -27,027	-44%	-$827K	0.09%	247
2025 Q1	$1.88M	Buy	60,859 +28,310	+87%	+$823K	0.17%	146
2024 Q4	$857K	Sell	32,549 -1,673	-5%	-$47.8K	0.06%	310
2024 Q3	$972K	Sell	34,222 -6,075	-15%	-$163K	0.07%	301
2024 Q2	$1.07M	Buy	40,297 +7,992	+25%	+$210K	0.1%	220
2024 Q1	$735K	Sell	32,305 -1,930	-6%	-$41.2K	0.08%	263
2023 Q4	$746K	Buy	34,235 +21,655	+172%	+$461K	0.08%	254
2023 Q3	$539K	Sell	12,580 -1,350	-10%	-$29.2K	0.09%	232
2023 Q2	$291K	Buy	+13,930	New	+$310K	0.09%	203

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

Kingswood Wealth Advisors's SLV Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its iShares Silver Trust (SLV) stake by 4.6% in Q1 2026, selling an estimated $134K and leaving 36,429 shares worth $2.48M. The position accounts for 0.12% of the portfolio, ranked #197.

Kingswood Wealth Advisors first reported a position in SLV in Q2 2023 and has held it in 12 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Kingswood Wealth Advisors held 36,429 shares of iShares Silver Trust worth $2.48M as of Q1 2026.
Kingswood Wealth Advisors sold 1,766 iShares Silver Trust shares in Q1 2026, an estimated $134K.
iShares Silver Trust made up 0.12% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #197 holding.
Kingswood Wealth Advisors first reported a position in iShares Silver Trust in Q2 2023 and has held it in 12 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.