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Mutual Advisors’s iShares Silver Trust SLV Stock Holding History

Mutual Advisors’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 		$6.28M Sell
92,224
-50,609
-35% -$3.85M 0.13% 151
2025
Q4 		$9.2M Sell
142,833
-2,135
-1% -$107K 0.2% 101
2025
Q3 		$6.4M Sell
144,968
-32,294
-18% -$1.16M 0.14% 150
2025
Q2 		$6.14M Buy
177,262
+6,248
+4% +$191K 0.15% 145
2025
Q1 		$5.14M Buy
171,014
+62,211
+57% +$1.81M 0.15% 142
2024
Q4 		$3.05M Buy
108,803
+408
+0.4% +$11.7K 0.09% 207
2024
Q3 		$3.33M Sell
108,395
-37,642
-26% -$1.01M 0.1% 189
2024
Q2 		$3.72M Buy
146,037
+30,926
+27% +$813K 0.11% 174
2024
Q1 		$2.62M Buy
115,111
+20,109
+21% +$430K 0.08% 219
2023
Q4 		$2.07M Sell
95,002
-5,846
-6% -$124K 0.07% 259
2023
Q3 		$2.05M Sell
100,848
-61
-0.1% -$1.32K 0.08% 235
2023
Q2 		$2.11M Buy
100,909
+4,598
+5% +$102K 0.08% 243
2023
Q1 		$2.13M Buy
96,311
+12,642
+15% +$262K 0.09% 232
2022
Q4 		$1.84M Buy
83,669
+13,210
+19% +$259K 0.08% 246
2022
Q3 		$1.23M Buy
70,459
+17,040
+32% +$302K 0.06% 317
2022
Q2 		$996K Sell
53,419
-692
-1% -$14.4K 0.07% 339
2022
Q1 		$1.24M Buy
54,111
+8,566
+19% +$190K 0.07% 314
2021
Q4 		$980K Buy
45,545
+8,383
+23% +$181K 0.05% 392
2021
Q3 		$763K Buy
37,162
+2,779
+8% +$62.5K 0.05% 421
2021
Q2 		$833K Buy
34,383
+1,984
+6% +$49.1K 0.05% 401
2021
Q1 		$735K Buy
32,399
+1,047
+3% +$25.5K 0.05% 392
2020
Q4 		$770K Sell
31,352
-15,330
-33% -$349K 0.06% 377
2020
Q3 		$1.01M Buy
46,682
+28,310
+154% +$644K 0.09% 249
2020
Q2 		$313K Sell
18,372
-3,167
-15% -$48.4K 0.03% 497
2020
Q1 		$281K Buy
+21,539
New +$339K 0.04% 417

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Mutual Advisors's SLV Position: Q1 2026 in Review

Mutual Advisors reduced its iShares Silver Trust (SLV) stake by 35% in Q1 2026, selling an estimated $3.85M and leaving 92,224 shares worth $6.28M. The position accounts for 0.13% of the portfolio, ranked #151.

Mutual Advisors first reported a position in SLV in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.2M in Q4 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Mutual Advisors held 92,224 shares of iShares Silver Trust worth $6.28M as of Q1 2026.
  • Mutual Advisors sold 50,609 iShares Silver Trust shares in Q1 2026, an estimated $3.85M.
  • iShares Silver Trust made up 0.13% of Mutual Advisors's portfolio in Q1 2026, its #151 holding.
  • Mutual Advisors first reported a position in iShares Silver Trust in Q1 2020 and has held it in 25 quarters since.
  • Mutual Advisors's iShares Silver Trust position peaked at $9.2M in Q4 2025.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.