Piedmont Capital Management (Montana)’s iShares Silver Trust SLV Stock Holding History

Piedmont Capital Management (Montana)’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	-20,120	Closed	-$1.3M	–	53
2025 Q4	$1.3M	Sell	20,120 -1,161	-5%	-$58.1K	0.66%	19
2025 Q3	$918K	Buy	21,281 +1,161	+6%	+$41.7K	0.48%	27
2025 Q2	$660K	Sell	20,120 -3,353	-14%	-$103K	0.38%	33
2025 Q1	$637K	Hold	23,473	–	–	0.46%	29
2024 Q4	$632K	Hold	23,473	–	–	0.38%	33
2024 Q3	$675K	Sell	23,473 -26	-0.1%	-$699	0.41%	33
2024 Q2	$574K	Hold	23,499	–	–	0.39%	30
2024 Q1	$574K	Hold	23,499	–	–	0.39%	30
2023 Q4	$512K	Sell	23,499 -1,303	-5%	-$27.7K	0.37%	34
2023 Q3	$504K	Sell	24,802 -682	-3%	-$14.7K	0.4%	31
2023 Q2	$532K	Buy	25,484 +528	+2%	+$11.7K	0.4%	32
2023 Q1	$553K	Sell	24,956 -300	-1%	-$6.21K	0.44%	32
2022 Q4	$556K	Sell	25,256 -180	-0.7%	-$3.53K	0.47%	29
2022 Q3	$447K	Buy	+25,436	New	+$451K	0.4%	30
2021 Q3	–	Sell	-122,691	Closed	-$9.18M	–	46
2021 Q2	$9.18M	Buy	+122,691	New	+$3.04M	7.62%	6

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

Piedmont Capital Management (Montana)'s SLV Position: Q1 2026 in Review

Piedmont Capital Management (Montana) sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 20,120 shares — an estimated $1.3M sold.

Piedmont Capital Management (Montana) first reported a position in SLV in Q2 2021 and held it in 15 quarters. The position peaked at $9.18M in Q2 2021. 1,558 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Piedmont Capital Management (Montana) reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
Piedmont Capital Management (Montana) sold 20,120 iShares Silver Trust shares in Q1 2026, an estimated $1.3M.
Piedmont Capital Management (Montana) first reported a position in iShares Silver Trust in Q2 2021 and held it in 15 quarters.
Piedmont Capital Management (Montana)'s iShares Silver Trust position peaked at $9.18M in Q2 2021.
1,558 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q1 2026, filed 15 May 2026.