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 Q2	$160K	Buy	3,000 +2,552	+570%	+$169K	0.06%	137
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 $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lloyd Advisory Services's SLV Position: Q2 2026 in Review

Lloyd Advisory Services increased its iShares Silver Trust (SLV) stake by 570% in Q2 2026, buying an estimated $169K and bringing the position to 3,000 shares worth $160K. The position accounts for 0.06% of the portfolio, ranked #137.

Lloyd Advisory Services first reported a position in SLV in Q4 2019 and has held it in 8 quarters since. The position peaked at $300K in Q4 2025. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Lloyd Advisory Services held 3,000 shares of iShares Silver Trust worth $160K as of Q2 2026.
Lloyd Advisory Services bought 2,552 iShares Silver Trust shares in Q2 2026, an estimated $169K.
iShares Silver Trust made up 0.06% of Lloyd Advisory Services's portfolio in Q2 2026, its #137 holding.
Lloyd Advisory Services first reported a position in iShares Silver Trust in Q4 2019 and has held it in 8 quarters since.
Lloyd Advisory Services's iShares Silver Trust position peaked at $300K in Q4 2025.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.