Private Capital Advisors’s iShares Silver Trust SLV Stock Holding History

Private Capital 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 Q3	$245K	Buy	+4,500	New	+$255K	0.02%	69
2021 Q4	–	Sell	-105,720	Closed	-$2.17M	–	98
2021 Q3	$2.17M	Sell	105,720 -80,225	-43%	-$1.8M	0.36%	41
2021 Q2	$4.5M	Sell	185,945 -128,605	-41%	-$3.18M	0.76%	35
2021 Q1	$7.14M	Buy	+314,550	New	+$7.66M	1.33%	33

Other funds holding SLV

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Private Capital Advisors's SLV Position: Q3 2026 in Review

Private Capital Advisors opened a new position in iShares Silver Trust (SLV) in Q3 2026: 4,500 shares worth $245K. The stake represents 0.02% of the portfolio and ranks #69 among its holdings. This is a return to the name: Private Capital Advisors previously reported a position in SLV as recently as Q3 2021.

Private Capital Advisors first reported a position in SLV in Q1 2021 and has held it in 4 quarters since. The position peaked at $7.14M in Q1 2021. 72 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Private Capital Advisors held 4,500 shares of iShares Silver Trust worth $245K as of Q3 2026.
iShares Silver Trust was a new Private Capital Advisors position in Q3 2026.
iShares Silver Trust made up 0.02% of Private Capital Advisors's portfolio in Q3 2026, its #69 holding.
Private Capital Advisors first reported a position in iShares Silver Trust in Q1 2021 and has held it in 4 quarters since.
Private Capital Advisors's iShares Silver Trust position peaked at $7.14M in Q1 2021.
72 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Private Capital Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.