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 		$1.12M Buy
+16,400
New +$1.25M ﹤0.01% 4095
2025
Q3 		– Sell
-7,900
Closed -$259K – 5979
2025
Q2 		$259K Buy
+7,900
New +$242K ﹤0.01% 4882
2025
Q1 		– Sell
-11,700
Closed -$308K – 5500
2024
Q4 		$308K Buy
+11,700
New +$334K ﹤0.01% 4507

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.