Lugano Financial Advisors SA (LFA)’s iShares Silver Trust SLV Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$111K	Sell	1,626 -41	-2%	-$3.12K	0.06%	106
2025 Q4	$107K	Buy	1,667 +192	+13%	+$9.61K	0.06%	119
2025 Q3	$62.5K	Buy	+1,475	New	+$53K	0.03%	128
2023 Q2	–	Sell	-1,311	Closed	-$29K	–	174
2023 Q1	$29K	Hold	1,311	–	–	0.02%	97
2022 Q4	$28.9K	Buy	+1,311	New	+$25.7K	0.02%	102

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

Lugano Financial Advisors SA (LFA)'s SLV Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) reduced its iShares Silver Trust (SLV) stake by 2.5% in Q1 2026, selling an estimated $3.12K and leaving 1,626 shares worth $111K. The position accounts for 0.06% of the portfolio, ranked #106.

Lugano Financial Advisors SA (LFA) first reported a position in SLV in Q4 2022 and has held it in 5 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 1,626 shares of iShares Silver Trust worth $111K as of Q1 2026.
Lugano Financial Advisors SA (LFA) sold 41 iShares Silver Trust shares in Q1 2026, an estimated $3.12K.
iShares Silver Trust made up 0.06% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #106 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Silver Trust in Q4 2022 and has held it in 5 quarters since.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.