Private Advisory Group’s iShares Silver Trust SLV Stock Holding History

Private Advisory Group’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	$421K	Sell	6,178 -2,456	-28%	-$187K	0.03%	213
2025 Q4	$556K	Sell	8,634 -34	-0.4%	-$1.7K	0.04%	154
2025 Q3	$367K	Sell	8,668 -338	-4%	-$12.1K	0.03%	172
2025 Q2	$295K	Buy	9,006 +480	+6%	+$14.7K	0.03%	178
2025 Q1	$264K	Buy	8,526 +180	+2%	+$5.23K	0.03%	173
2024 Q4	$220K	Sell	8,346 -1,079	-11%	-$30.8K	0.02%	201
2024 Q3	$268K	Buy	9,425 +124	+1%	+$3.33K	0.03%	174
2024 Q2	$247K	Buy	+9,301	New	+$245K	0.03%	159

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

Private Advisory Group's SLV Position: Q1 2026 in Review

Private Advisory Group reduced its iShares Silver Trust (SLV) stake by 28% in Q1 2026, selling an estimated $187K and leaving 6,178 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #213.

Private Advisory Group first reported a position in SLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $556K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Private Advisory Group held 6,178 shares of iShares Silver Trust worth $421K as of Q1 2026.
Private Advisory Group sold 2,456 iShares Silver Trust shares in Q1 2026, an estimated $187K.
iShares Silver Trust made up 0.03% of Private Advisory Group's portfolio in Q1 2026, its #213 holding.
Private Advisory Group first reported a position in iShares Silver Trust in Q2 2024 and has held it in 8 quarters since.
Private Advisory Group's iShares Silver Trust position peaked at $556K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.