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	–	Sell	-500	Closed	-$32.2K	–	2117
2025 Q4	$32.2K	Hold	500	–	–	﹤0.01%	1899
2025 Q3	$21.2K	Buy	+500	New	+$18K	﹤0.01%	1817

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

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. 1,551 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.
1,551 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.