LPL Financial
SLV icon

LPL Financial’s iShares Silver Trust SLV Stock Holding History

LPL Financial’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 		$509M Sell
7,464,566
-1,284,179
-15% -$97.6M 0.14% 157
2025
Q4 		$564M Sell
8,748,745
-148,245
-2% -$7.42M 0.15% 135
2025
Q3 		$377M Buy
8,896,990
+1,036,408
+13% +$37.2M 0.11% 178
2025
Q2 		$258M Buy
7,860,582
+28,212
+0.4% +$863K 0.09% 222
2025
Q1 		$243M Buy
7,832,370
+962,653
+14% +$28M 0.09% 206
2024
Q4 		$181M Buy
6,869,717
+1,243,918
+22% +$35.5M 0.07% 238
2024
Q3 		$160M Buy
5,625,799
+402,314
+8% +$10.8M 0.07% 243
2024
Q2 		$139M Buy
5,223,485
+1,187,101
+29% +$31.2M 0.07% 253
2024
Q1 		$91.8M Sell
4,036,384
-159,405
-4% -$3.41M 0.05% 347
2023
Q4 		$91.4M Buy
4,195,789
+318,345
+8% +$6.78M 0.06% 307
2023
Q3 		$78.9M Sell
3,877,444
-251,729
-6% -$5.44M 0.06% 303
2023
Q2 		$86.3M Buy
4,129,173
+517,597
+14% +$11.5M 0.06% 280
2023
Q1 		$79.9M Buy
3,611,576
+83,674
+2% +$1.73M 0.06% 286
2022
Q4 		$77.7M Buy
3,527,902
+226,510
+7% +$4.44M 0.07% 273
2022
Q3 		$57.8M Buy
3,301,392
+37,065
+1% +$657K 0.06% 316
2022
Q2 		$60.8M Sell
3,264,327
-218,534
-6% -$4.56M 0.06% 300
2022
Q1 		$79.7M Buy
3,482,861
+425,466
+14% +$9.46M 0.07% 267
2021
Q4 		$65.8M Buy
3,057,395
+131,830
+5% +$2.85M 0.06% 311
2021
Q3 		$60M Buy
2,925,565
+406,742
+16% +$9.15M 0.06% 309
2021
Q2 		$61M Sell
2,518,823
-186,272
-7% -$4.61M 0.06% 287
2021
Q1 		$61.4M Buy
2,705,095
+248,977
+10% +$6.06M 0.07% 256
2020
Q4 		$60.3M Buy
2,456,118
+440,407
+22% +$10M 0.08% 239
2020
Q3 		$43.6M Buy
2,015,711
+485,600
+32% +$11M 0.07% 255
2020
Q2 		$26M Buy
1,530,111
+38,936
+3% +$595K 0.05% 314
2020
Q1 		$19.5M Buy
1,491,175
+158,970
+12% +$2.5M 0.04% 324
2019
Q4 		$22.2M Sell
1,332,205
-14,363
-1% -$233K 0.04% 334
2019
Q3 		$21.4M Buy
1,346,568
+144,476
+12% +$2.3M 0.04% 319
2019
Q2 		$17.2M Buy
1,202,092
+103,108
+9% +$1.44M 0.04% 363
2019
Q1 		$15.6M Sell
1,098,984
-32,793
-3% -$479K 0.04% 364
2018
Q4 		$16.4M Sell
1,131,777
-131,772
-10% -$1.8M 0.04% 315
2018
Q3 		$17.3M Sell
1,263,549
-46,528
-4% -$656K 0.04% 329
2018
Q2 		$19.8M Sell
1,310,077
-11,623
-0.9% -$181K 0.05% 288
2018
Q1 		$20.4M Buy
1,321,700
+44,662
+3% +$705K 0.06% 265
2017
Q4 		$20.4M Sell
1,277,038
-83,895
-6% -$1.32M 0.06% 250
2017
Q3 		$21.4M Buy
1,360,933
+168,768
+14% +$2.69M 0.08% 219
2017
Q2 		$18.7M Buy
1,192,165
+703,687
+144% +$11.5M 0.07% 223
2017
Q1 		$8.42M Buy
488,478
+217,968
+81% +$3.61M 0.06% 285
2016
Q4 		$4.18M Sell
270,510
-218,663
-45% -$3.55M 0.03% 474
2016
Q3 		$8.29M Buy
489,173
+121,717
+33% +$2.27M 0.08% 236
2016
Q2 		$7.02M Sell
367,456
-345,790
-48% -$5.53M 0.06% 279
2016
Q1 		$10.3M Buy
713,246
+247,914
+53% +$3.52M 0.03% 425
2015
Q4 		$6.19M Buy
465,332
+216,645
+87% +$3.05M 0.02% 620
2015
Q3 		$3.7M Sell
248,687
-15,264
-6% -$217K 0.02% 567
2015
Q2 		$3.96M Sell
263,951
-8,770
-3% -$138K 0.02% 604
2015
Q1 		$4.43M Sell
272,721
-4,562
-2% -$73K 0.02% 574
2014
Q4 		$4.18M Sell
277,283
-51,964
-16% -$822K 0.02% 557
2014
Q3 		$5.43M Sell
329,247
-151,300
-31% -$2.86M 0.03% 431
2014
Q2 		$9.73M Sell
480,547
-1,822
-0.4% -$34.4K 0.06% 284
2014
Q1 		$9.18M Buy
482,369
+61,464
+15% +$1.21M 0.06% 288
2013
Q4 		$7.88M Sell
420,905
-82,592
-16% -$1.66M 0.05% 314
2013
Q3 		$10.3M Sell
503,497
-2,088
-0.4% -$43.1K 0.07% 256
2013
Q2 		$9.59M Buy
+505,585
New +$11.3M 0.07% 240

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial's SLV Position: Q1 2026 in Review

LPL Financial reduced its iShares Silver Trust (SLV) stake by 15% in Q1 2026, selling an estimated $97.6M and leaving 7,464,566 shares worth $509M. The position accounts for 0.14% of the portfolio, ranked #157.

LPL Financial first reported a position in SLV in Q2 2013 and has held it in 52 quarters since. The position peaked at $564M in Q4 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • LPL Financial held 7,464,566 shares of iShares Silver Trust worth $509M as of Q1 2026.
  • LPL Financial sold 1,284,179 iShares Silver Trust shares in Q1 2026, an estimated $97.6M.
  • iShares Silver Trust made up 0.14% of LPL Financial's portfolio in Q1 2026, its #157 holding.
  • LPL Financial first reported a position in iShares Silver Trust in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's iShares Silver Trust position peaked at $564M in Q4 2025.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.