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Personal CFO Solutions’s iShares Silver Trust SLV Stock Holding History

Personal CFO Solutions’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
-17,091
Closed -$1.1M – 561
2025
Q4 		$1.1M Sell
17,091
-11,977
-41% -$600K 0.17% 109
2025
Q3 		$1.23M Sell
29,068
-589
-2% -$21.2K 0.22% 89
2025
Q2 		$973K Buy
29,657
+4,716
+19% +$144K 0.18% 110
2025
Q1 		$773K Buy
+24,941
New +$725K 0.16% 139
2024
Q4 		– Sell
-24,465
Closed -$695K – 584
2024
Q3 		$695K Buy
24,465
+44
+0.2% +$1.18K 0.1% 201
2024
Q2 		$649K Sell
24,421
-2,000
-8% -$52.6K 0.1% 197
2024
Q1 		$601K Hold
26,421
– – 0.09% 208
2023
Q4 		$575K Sell
26,421
-1,000
-4% -$21.3K 0.1% 200
2023
Q3 		$558K Hold
27,421
– – 0.11% 175
2023
Q2 		$573K Hold
27,421
– – 0.12% 177
2023
Q1 		$607K Buy
27,421
+500
+2% +$10.4K 0.13% 154
2022
Q4 		$593K Sell
26,921
-4,000
-13% -$78.3K 0.13% 164
2022
Q3 		$541K Buy
30,921
+1,850
+6% +$32.8K 0.14% 143
2022
Q2 		$542K Buy
29,071
+5,100
+21% +$106K 0.13% 144
2022
Q1 		$548K Buy
23,971
+5,050
+27% +$112K 0.11% 179
2021
Q4 		$407K Hold
18,921
– – 0.08% 239
2021
Q3 		$388K Hold
18,921
– – 0.08% 224
2021
Q2 		$458K Buy
+18,921
New +$469K 0.09% 202
2020
Q4 		– Sell
-23,000
Closed – – 400
2020
Q3 		$0 Hold
23,000
– – ﹤0.01% 301
2020
Q2 		$391K Hold
23,000
– – 0.12% 165
2020
Q1 		$300K Hold
23,000
– – 0.11% 173
2019
Q4 		$384K Hold
23,000
– – 0.11% 172
2019
Q3 		$366K Buy
+23,000
New +$366K 0.15% 180

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

Personal CFO Solutions's SLV Position: Q1 2026 in Review

Personal CFO Solutions sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 17,091 shares — an estimated $1.1M sold.

Personal CFO Solutions first reported a position in SLV in Q3 2019 and held it in 23 quarters. The position peaked at $1.23M in Q3 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Personal CFO Solutions reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 17,091 iShares Silver Trust shares in Q1 2026, an estimated $1.1M.
  • Personal CFO Solutions first reported a position in iShares Silver Trust in Q3 2019 and held it in 23 quarters.
  • Personal CFO Solutions's iShares Silver Trust position peaked at $1.23M in Q3 2025.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.