KF
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Krilogy Financial’s iShares Silver Trust SLV Stock Holding History

Krilogy Financial’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 		$520K Sell
7,296
-445
-6% -$33.8K 0.02% 566
2025
Q4 		$761K Buy
7,741
+887
+13% +$44.4K 0.03% 419
2025
Q3 		$299K Buy
+6,854
New +$246K 0.01% 680
2025
Q1 		– Sell
-145,582
Closed -$3.83M – 237
2024
Q4 		$3.83M Buy
145,582
+21,358
+17% +$610K 0.26% 81
2024
Q3 		$3.53M Buy
124,224
+40,972
+49% +$1.1M 0.24% 90
2024
Q2 		$2.21M Buy
+83,252
New +$2.19M 0.16% 113
2023
Q4 		– Sell
-10,470
Closed -$213K – 218
2023
Q3 		$213K Buy
+10,470
New +$226K 0.02% 201
2023
Q2 		– Sell
-12,473
Closed -$276K – 359
2023
Q1 		$276K Buy
12,473
+1,443
+13% +$29.9K 0.02% 343
2022
Q4 		$243K Buy
+11,030
New +$216K 0.02% 348
2018
Q4 		– Sell
-600
Closed -$8K – 577
2018
Q3 		$8K Buy
+600
New +$8.46K ﹤0.01% 563
2018
Q2 		– Sell
-900
Closed -$14K – 545
2018
Q1 		$14K Hold
900
– – ﹤0.01% 492
2017
Q4 		$14K Hold
900
– – ﹤0.01% 489
2017
Q3 		$14K Hold
900
– – ﹤0.01% 537
2017
Q2 		$14K Buy
900
+100
+13% +$1.63K ﹤0.01% 494
2017
Q1 		$12K Hold
800
– – ﹤0.01% 496
2016
Q4 		$12K Buy
800
+100
+14% +$1.63K ﹤0.01% 496
2016
Q3 		$13K Sell
700
-800
-53% -$14.9K ﹤0.01% 492
2016
Q2 		$27K Buy
1,500
+600
+67% +$9.6K 0.01% 401
2016
Q1 		$13K Hold
900
– – 0.01% 448
2015
Q4 		$12K Hold
900
– – 0.01% 242
2015
Q3 		$12K Buy
+900
New +$12.8K 0.01% 371

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Krilogy Financial's SLV Position: Q1 2026 in Review

Krilogy Financial reduced its iShares Silver Trust (SLV) stake by 5.7% in Q1 2026, selling an estimated $33.8K and leaving 7,296 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #566.

Krilogy Financial first reported a position in SLV in Q3 2015 and has held it in 21 quarters since. The position peaked at $3.83M in Q4 2024. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Krilogy Financial held 7,296 shares of iShares Silver Trust worth $520K as of Q1 2026.
  • Krilogy Financial sold 445 iShares Silver Trust shares in Q1 2026, an estimated $33.8K.
  • iShares Silver Trust made up 0.02% of Krilogy Financial's portfolio in Q1 2026, its #566 holding.
  • Krilogy Financial first reported a position in iShares Silver Trust in Q3 2015 and has held it in 21 quarters since.
  • Krilogy Financial's iShares Silver Trust position peaked at $3.83M in Q4 2024.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.