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	$341K	Buy	+5,000	New	+$380K	﹤0.01%	5102
2025 Q4	–	Sell	-30,500	Closed	-$1.29M	–	6041
2025 Q3	$1.29M	Buy	30,500 +9,100	+43%	+$327K	﹤0.01%	3754
2025 Q2	$702K	Buy	+21,400	New	+$655K	﹤0.01%	4081
2025 Q1	–	Sell	-50,000	Closed	-$1.32M	–	5499
2024 Q4	$1.32M	Sell	50,000 -41,000	-45%	-$1.17M	﹤0.01%	3254
2024 Q3	$2.59M	Hold	91,000	–	–	﹤0.01%	2483
2024 Q2	$2.42M	Buy	91,000 +90,400	+15,067%	+$2.38M	﹤0.01%	2435
2024 Q1	$1.36M	Sell	600 -36,200	-98%	-$773K	﹤0.01%	2912
2023 Q4	$802K	Buy	+36,800	New	+$783K	﹤0.01%	3256
2019 Q2	–	Sell	-10,000	Closed	-$142K	–	3336
2019 Q1	$142K	Buy	+10,000	New	+$146K	﹤0.01%	3026

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

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

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.