Lido Advisors
SLV icon

Lido Advisors’s iShares Silver Trust SLV Stock Holding History

Lido 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 		$4.08M Buy
59,913
+6,884
+13% +$523K 0.01% 501
2025
Q4 		$2.52M Buy
53,029
+6,780
+15% +$339K 0.01% 648
2025
Q3 		$1.96M Buy
46,249
+7,931
+21% +$285K 0.01% 693
2025
Q2 		$1.26M Buy
38,318
+5,240
+16% +$160K ﹤0.01% 749
2025
Q1 		$1.03M Buy
33,078
+1,001
+3% +$29.1K ﹤0.01% 770
2024
Q4 		$845K Buy
32,077
+1,454
+5% +$41.5K ﹤0.01% 826
2024
Q3 		$870K Sell
30,623
-3,630
-11% -$97.5K ﹤0.01% 769
2024
Q2 		$910K Buy
+34,253
New +$901K 0.01% 691
2023
Q2 		– Sell
-9,694
Closed -$214K – 1295
2023
Q1 		$214K Sell
9,694
-1,633
-14% -$33.8K ﹤0.01% 988
2022
Q4 		$249K Buy
11,327
+500
+5% +$9.79K ﹤0.01% 845
2022
Q3 		$188K Sell
10,827
-80,813
-88% -$1.43M ﹤0.01% 893
2022
Q2 		$1.71M Sell
91,640
-3,057
-3% -$63.7K 0.02% 248
2022
Q1 		$2.17M Buy
94,697
+2,536
+3% +$56.4K 0.02% 250
2021
Q4 		$1.98M Sell
92,161
-1,944
-2% -$42K 0.02% 275
2021
Q3 		$1.93M Buy
94,105
+6,498
+7% +$146K 0.03% 276
2021
Q2 		$2.12M Buy
87,607
+1,227
+1% +$30.4K 0.03% 254
2021
Q1 		$1.96M Sell
86,380
-3,029
-3% -$73.7K 0.03% 227
2020
Q4 		$2.2M Buy
89,409
+18,828
+27% +$428K 0.05% 201
2020
Q3 		$1.53M Buy
+70,581
New +$1.6M 0.04% 193

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

Lido Advisors's SLV Position: Q1 2026 in Review

Lido Advisors increased its iShares Silver Trust (SLV) stake by 13% in Q1 2026, buying an estimated $523K and bringing the position to 59,913 shares worth $4.08M. The position accounts for 0.01% of the portfolio, ranked #501.

Lido Advisors first reported a position in SLV in Q3 2020 and has held it in 19 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Lido Advisors held 59,913 shares of iShares Silver Trust worth $4.08M as of Q1 2026.
  • Lido Advisors bought 6,884 iShares Silver Trust shares in Q1 2026, an estimated $523K.
  • iShares Silver Trust made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #501 holding.
  • Lido Advisors first reported a position in iShares Silver Trust in Q3 2020 and has held it in 19 quarters since.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.