Principal Securities’s iShares Silver Trust SLV Stock Holding History

Principal Securities’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	$2.98M	Sell	43,755 -4,732	-10%	-$360K	0.04%	365
2025 Q4	$3.12M	Sell	48,487 -2,000	-4%	-$100K	0.05%	334
2025 Q3	$2.14M	Buy	50,487 +1,324	+3%	+$47.5K	0.04%	443
2025 Q2	$1.61M	Buy	49,163 +11,023	+29%	+$337K	0.03%	476
2025 Q1	$1M	Buy	38,140 +469	+1%	+$13.6K	0.02%	553
2024 Q4	$992K	Buy	37,671 +2,318	+7%	+$66.2K	0.02%	553
2024 Q3	$1M	Buy	35,353 +6,565	+23%	+$176K	0.02%	526
2024 Q2	$765K	Sell	28,788 -1,093	-4%	-$28.7K	0.02%	558
2024 Q1	$680K	Buy	29,881 +2,814	+10%	+$60.1K	0.02%	556
2023 Q4	$590K	Buy	+27,067	New	+$576K	0.02%	546

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

Principal Securities's SLV Position: Q1 2026 in Review

Principal Securities reduced its iShares Silver Trust (SLV) stake by 9.8% in Q1 2026, selling an estimated $360K and leaving 43,755 shares worth $2.98M. The position accounts for 0.04% of the portfolio, ranked #365.

Principal Securities first reported a position in SLV in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.12M in Q4 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Principal Securities held 43,755 shares of iShares Silver Trust worth $2.98M as of Q1 2026.
Principal Securities sold 4,732 iShares Silver Trust shares in Q1 2026, an estimated $360K.
iShares Silver Trust made up 0.04% of Principal Securities's portfolio in Q1 2026, its #365 holding.
Principal Securities first reported a position in iShares Silver Trust in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares Silver Trust position peaked at $3.12M in Q4 2025.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.