Legacy Capital Group California’s iShares Silver Trust SLV Stock Holding History

Legacy Capital Group California’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	$375K	Sell	5,507 -3,827	-41%	-$291K	0.14%	209
2025 Q4	$601K	Buy	9,334 +323	+4%	+$16.2K	0.15%	180
2025 Q3	$382K	Buy	9,011 +2,184	+32%	+$78.4K	0.1%	249
2025 Q2	$224K	Buy	+6,827	New	+$209K	0.06%	312

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

Legacy Capital Group California's SLV Position: Q1 2026 in Review

Legacy Capital Group California reduced its iShares Silver Trust (SLV) stake by 41% in Q1 2026, selling an estimated $291K and leaving 5,507 shares worth $375K. The position accounts for 0.14% of the portfolio, ranked #209.

Legacy Capital Group California first reported a position in SLV in Q2 2025 and has held it in 4 quarters since. The position peaked at $601K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Legacy Capital Group California held 5,507 shares of iShares Silver Trust worth $375K as of Q1 2026.
Legacy Capital Group California sold 3,827 iShares Silver Trust shares in Q1 2026, an estimated $291K.
iShares Silver Trust made up 0.14% of Legacy Capital Group California's portfolio in Q1 2026, its #209 holding.
Legacy Capital Group California first reported a position in iShares Silver Trust in Q2 2025 and has held it in 4 quarters since.
Legacy Capital Group California's iShares Silver Trust position peaked at $601K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.