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

Knollwood Investment Advisory’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	$394K	Hold	5,780	–	–	0.04%	240
2025 Q4	$372K	Buy	+5,780	New	+$289K	0.04%	255
2023 Q3	–	Sell	-90,153	Closed	-$1.88M	–	124
2023 Q2	$1.88M	Hold	90,153	–	–	0.63%	46
2023 Q1	$1.99M	Hold	90,153	–	–	0.39%	48
2022 Q4	$1.99M	Buy	+90,153	New	+$1.77M	0.78%	40

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

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

Knollwood Investment Advisory held its iShares Silver Trust (SLV) position steady in Q1 2026 at 5,780 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #240.

Knollwood Investment Advisory first reported a position in SLV in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.99M in Q1 2023. 1,553 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Knollwood Investment Advisory held 5,780 shares of iShares Silver Trust worth $394K as of Q1 2026.
Knollwood Investment Advisory left its iShares Silver Trust share count unchanged in Q1 2026.
iShares Silver Trust made up 0.04% of Knollwood Investment Advisory's portfolio in Q1 2026, its #240 holding.
Knollwood Investment Advisory first reported a position in iShares Silver Trust in Q4 2022 and has held it in 5 quarters since.
Knollwood Investment Advisory's iShares Silver Trust position peaked at $1.99M in Q1 2023.
1,553 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.