Lloyd Advisory Services’s iShares Silver Trust SLV Stock Holding History

Lloyd Advisory Services’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	$30.5K	Sell	448 -4,207	-90%	-$320K	0.01%	331
2025 Q4	$300K	Sell	4,655 -424	-8%	-$21.2K	0.12%	80
2025 Q3	$215K	Buy	+5,079	New	+$182K	0.1%	92
2022 Q2	–	Sell	-2,890	Closed	-$66K	–	474
2022 Q1	$66K	Buy	+2,890	New	+$64.2K	0.03%	202
2020 Q3	–	Sell	-1,500	Closed	-$26K	–	378
2020 Q2	$26K	Hold	1,500	–	–	0.02%	151
2020 Q1	$20K	Hold	1,500	–	–	0.01%	146
2019 Q4	$25K	Buy	+1,500	New	+$24.3K	0.02%	178

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

Lloyd Advisory Services's SLV Position: Q1 2026 in Review

Lloyd Advisory Services reduced its iShares Silver Trust (SLV) stake by 90% in Q1 2026, selling an estimated $320K and leaving 448 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #331.

Lloyd Advisory Services first reported a position in SLV in Q4 2019 and has held it in 7 quarters since. The position peaked at $300K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Lloyd Advisory Services held 448 shares of iShares Silver Trust worth $30.5K as of Q1 2026.
Lloyd Advisory Services sold 4,207 iShares Silver Trust shares in Q1 2026, an estimated $320K.
iShares Silver Trust made up 0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #331 holding.
Lloyd Advisory Services first reported a position in iShares Silver Trust in Q4 2019 and has held it in 7 quarters since.
Lloyd Advisory Services's iShares Silver Trust position peaked at $300K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.