Milestone Asset Management’s iShares Silver Trust SLV Stock Holding History

Milestone Asset Management’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	–	Sell	-10,298	Closed	-$663K	–	255
2025 Q4	$663K	Buy	10,298 +1,915	+23%	+$95.9K	0.13%	136
2025 Q3	$355K	Sell	8,383 -2,219	-21%	-$79.7K	0.07%	180
2025 Q2	$348K	Buy	+10,602	New	+$324K	0.07%	167
2025 Q1	–	Sell	-103,399	Closed	-$2.72M	–	248
2024 Q4	$2.72M	Buy	103,399 +15,907	+18%	+$454K	0.6%	43
2024 Q3	$2.49M	Buy	87,492 +5,267	+6%	+$142K	0.56%	41
2024 Q2	$2.18M	Buy	82,225 +29,126	+55%	+$766K	0.55%	41
2024 Q1	$1.21M	Buy	+53,099	New	+$1.13M	0.35%	66

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Milestone Asset Management's SLV Position: Q1 2026 in Review

Milestone Asset Management sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 10,298 shares — an estimated $663K sold.

Milestone Asset Management first reported a position in SLV in Q1 2024 and held it in 7 quarters. The position peaked at $2.72M in Q4 2024. 1,558 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Milestone Asset Management reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
Milestone Asset Management sold 10,298 iShares Silver Trust shares in Q1 2026, an estimated $663K.
Milestone Asset Management first reported a position in iShares Silver Trust in Q1 2024 and held it in 7 quarters.
Milestone Asset Management's iShares Silver Trust position peaked at $2.72M in Q4 2024.
1,558 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Milestone Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.