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Perennial Investment Advisors’s iShares Silver Trust SLV Stock Holding History

Perennial Investment 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 		$3.99M Sell
58,487
-27,047
-32% -$2.06M 0.32% 62
2025
Q4 		$5.51M Buy
85,534
+135
+0.2% +$6.76K 0.43% 48
2025
Q3 		$3.62M Buy
85,399
+15,236
+22% +$547K 0.3% 66
2025
Q2 		$2.3M Buy
70,163
+36,428
+108% +$1.11M 0.22% 90
2025
Q1 		$1.05M Sell
33,735
-7,379
-18% -$214K 0.12% 153
2024
Q4 		$1.08M Buy
41,114
+5,761
+16% +$165K 0.13% 135
2024
Q3 		$1M Sell
35,353
-179
-0.5% -$4.81K 0.13% 136
2024
Q2 		$944K Buy
35,532
+2,964
+9% +$78K 0.13% 127
2024
Q1 		$741K Sell
32,568
-575
-2% -$12.3K 0.11% 152
2023
Q4 		$722K Buy
33,143
+1,981
+6% +$42.2K 0.12% 145
2023
Q3 		$634K Buy
31,162
+1,731
+6% +$37.4K 0.11% 144
2023
Q2 		$615K Sell
29,431
-3,545
-11% -$78.8K 0.11% 159
2023
Q1 		$729K Buy
32,976
+4,187
+15% +$86.7K 0.14% 131
2022
Q4 		$634K Sell
28,789
-2,524
-8% -$49.4K 0.26% 77
2022
Q3 		$548K Buy
31,313
+263
+0.8% +$4.66K 0.25% 81
2022
Q2 		$577K Sell
31,050
-40
-0.1% -$834 0.23% 85
2022
Q1 		$709K Buy
31,090
+450
+1% +$10K 0.22% 84
2021
Q4 		$661K Sell
30,640
-10,738
-26% -$232K 0.21% 94
2021
Q3 		$850K Buy
41,378
+22,858
+123% +$514K 0.3% 77
2021
Q2 		$449K Buy
+18,520
New +$459K 0.16% 119
2020
Q4 		– Sell
-19,174
Closed -$414K – 184
2020
Q3 		$414K Buy
+19,174
New +$436K 0.21% 90

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

Perennial Investment Advisors's SLV Position: Q1 2026 in Review

Perennial Investment Advisors reduced its iShares Silver Trust (SLV) stake by 32% in Q1 2026, selling an estimated $2.06M and leaving 58,487 shares worth $3.99M. The position accounts for 0.32% of the portfolio, ranked #62.

Perennial Investment Advisors first reported a position in SLV in Q3 2020 and has held it in 21 quarters since. The position peaked at $5.51M in Q4 2025. 1,553 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Perennial Investment Advisors held 58,487 shares of iShares Silver Trust worth $3.99M as of Q1 2026.
  • Perennial Investment Advisors sold 27,047 iShares Silver Trust shares in Q1 2026, an estimated $2.06M.
  • iShares Silver Trust made up 0.32% of Perennial Investment Advisors's portfolio in Q1 2026, its #62 holding.
  • Perennial Investment Advisors first reported a position in iShares Silver Trust in Q3 2020 and has held it in 21 quarters since.
  • Perennial Investment Advisors's iShares Silver Trust position peaked at $5.51M in Q4 2025.
  • 1,553 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.