Lindbrook Capital’s iShares Silver Trust SLV Stock Holding History

Lindbrook Capital’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
2025 Q1	$143K	Buy	4,600 +160	+4%	+$4.65K	0.01%	538
2024 Q4	$117K	Buy	4,440 +150	+3%	+$4.29K	0.01%	516
2024 Q3	$122K	Hold	4,290	–	–	0.01%	505
2024 Q2	$114K	Hold	4,290	–	–	0.01%	493
2024 Q1	$97.6K	Hold	4,290	–	–	0.01%	541
2023 Q4	$93.4K	Hold	4,290	–	–	0.01%	540
2023 Q3	$87.3K	Hold	4,290	–	–	0.01%	508
2023 Q2	$89.6K	Buy	+4,290	New	+$95.4K	0.01%	517

Other funds holding SLV

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lindbrook Capital's SLV Position: Q1 2025 in Review

Lindbrook Capital increased its iShares Silver Trust (SLV) stake by 3.6% in Q1 2025, buying an estimated $4.65K and bringing the position to 4,600 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #538.

Lindbrook Capital first reported a position in SLV in Q2 2023 and has held it in 8 quarters since. 1,009 funds tracked by Wall St. Rank hold SLV as of Q1 2025.

Lindbrook Capital held 4,600 shares of iShares Silver Trust worth $143K as of Q1 2025.
Lindbrook Capital bought 160 iShares Silver Trust shares in Q1 2025, an estimated $4.65K.
iShares Silver Trust made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #538 holding.
Lindbrook Capital first reported a position in iShares Silver Trust in Q2 2023 and has held it in 8 quarters since.
1,009 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.