M3 Advisory Group’s iShares Silver Trust SLV Stock Holding History

M3 Advisory Group’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	$389K	Buy	5,716 +713	+14%	+$54.2K	0.24%	74
2025 Q4	$322K	Buy	5,003 +31	+0.6%	+$1.55K	0.2%	87
2025 Q3	$211K	Buy	+4,972	New	+$179K	0.13%	144

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

M3 Advisory Group's SLV Position: Q1 2026 in Review

M3 Advisory Group increased its iShares Silver Trust (SLV) stake by 14% in Q1 2026, buying an estimated $54.2K and bringing the position to 5,716 shares worth $389K. The position accounts for 0.24% of the portfolio, ranked #74.

M3 Advisory Group first reported a position in SLV in Q3 2025 and has held it in 3 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

M3 Advisory Group held 5,716 shares of iShares Silver Trust worth $389K as of Q1 2026.
M3 Advisory Group bought 713 iShares Silver Trust shares in Q1 2026, an estimated $54.2K.
iShares Silver Trust made up 0.24% of M3 Advisory Group's portfolio in Q1 2026, its #74 holding.
M3 Advisory Group first reported a position in iShares Silver Trust in Q3 2025 and has held it in 3 quarters since.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.