Pin Oak Investment Advisors’s iShares Silver Trust SLV Stock Holding History

Pin Oak 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	$507K	Hold	7,445	–	–	0.36%	58
2025 Q4	$523K	Sell	7,445 -7,579	-50%	-$379K	0.37%	58
2025 Q3	$637K	Buy	+15,024	New	+$540K	0.45%	44
2023 Q4	–	Sell	-2,215	Closed	-$45K	–	474
2023 Q3	$45K	Hold	2,215	–	–	0.05%	165
2023 Q2	$46K	Hold	2,215	–	–	0.05%	167
2023 Q1	$49K	Sell	2,215 -861	-28%	-$17.8K	0.06%	155
2022 Q4	$68K	Hold	3,076	–	–	0.08%	128
2022 Q3	$54K	Sell	3,076 -425	-12%	-$7.53K	0.07%	137
2022 Q2	$65K	Hold	3,501	–	–	0.08%	131
2022 Q1	$80K	Hold	3,501	–	–	0.09%	135
2021 Q4	$75K	Hold	3,501	–	–	0.08%	141
2021 Q3	$72K	Buy	+3,501	New	+$78.7K	0.08%	140
2021 Q2	–	Sell	-3,720	Closed	-$84K	–	425
2021 Q1	$84K	Buy	3,720 +640	+21%	+$15.6K	0.07%	144
2020 Q4	$76K	Buy	3,080 +425	+16%	+$9.67K	0.06%	156
2020 Q3	$57K	Buy	+2,655	New	+$60.4K	0.05%	159
2018 Q2	–	Sell	-300	Closed	-$5K	–	444
2018 Q1	$5K	Sell	300 -851	-74%	-$13.4K	﹤0.01%	378
2017 Q4	$18K	Buy	+1,151	New	+$18.2K	0.01%	287

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

Pin Oak Investment Advisors's SLV Position: Q1 2026 in Review

Pin Oak Investment Advisors held its iShares Silver Trust (SLV) position steady in Q1 2026 at 7,445 shares worth $507K. The position accounts for 0.36% of the portfolio, ranked #58.

Pin Oak Investment Advisors first reported a position in SLV in Q4 2017 and has held it in 17 quarters since. The position peaked at $637K in Q3 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Pin Oak Investment Advisors held 7,445 shares of iShares Silver Trust worth $507K as of Q1 2026.
Pin Oak Investment Advisors left its iShares Silver Trust share count unchanged in Q1 2026.
iShares Silver Trust made up 0.36% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #58 holding.
Pin Oak Investment Advisors first reported a position in iShares Silver Trust in Q4 2017 and has held it in 17 quarters since.
Pin Oak Investment Advisors's iShares Silver Trust position peaked at $637K in Q3 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

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