Miller Financial Services’s iShares Silver Trust SLV Stock Holding History

Miller Financial Services’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	$1.08M	Sell	15,899 -20,550	-56%	-$1.56M	1.19%	26
2025 Q4	$2.36M	Sell	36,449 -13,598	-27%	-$681K	2.77%	10
2025 Q3	$2.12M	Sell	50,047 -550	-1%	-$19.8K	2.45%	9
2025 Q2	$1.66M	Buy	50,597 +4,063	+9%	+$124K	2.12%	10
2025 Q1	$1.44M	Sell	46,534 -1,495	-3%	-$43.4K	2.07%	12
2024 Q4	$1.26M	Buy	+48,029	New	+$1.37M	1.07%	26

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

Miller Financial Services's SLV Position: Q1 2026 in Review

Miller Financial Services reduced its iShares Silver Trust (SLV) stake by 56% in Q1 2026, selling an estimated $1.56M and leaving 15,899 shares worth $1.08M. The position accounts for 1.19% of the portfolio, ranked #26.

Miller Financial Services first reported a position in SLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.36M in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Miller Financial Services held 15,899 shares of iShares Silver Trust worth $1.08M as of Q1 2026.
Miller Financial Services sold 20,550 iShares Silver Trust shares in Q1 2026, an estimated $1.56M.
iShares Silver Trust made up 1.19% of Miller Financial Services's portfolio in Q1 2026, its #26 holding.
Miller Financial Services first reported a position in iShares Silver Trust in Q4 2024 and has held it in 6 quarters since.
Miller Financial Services's iShares Silver Trust position peaked at $2.36M in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.