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Private Wealth Advisors (California)’s iShares Silver Trust SLV Stock Holding History

Private Wealth Advisors (California)’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
-48,419
Closed -$3.12M – 104
2025
Q4 		$3.12M Sell
48,419
-52,322
-52% -$2.62M 1% 36
2025
Q3 		$4.27M Sell
100,741
-2,039
-2% -$73.2K 1.44% 28
2025
Q2 		$3.37M Sell
102,780
-452
-0.4% -$13.8K 1.24% 34
2025
Q1 		$3.2M Buy
103,232
+125
+0.1% +$3.63K 1.16% 33
2024
Q4 		$2.71M Buy
103,107
+237
+0.2% +$6.77K 1.06% 35
2024
Q3 		$2.94M Sell
102,870
-1,420
-1% -$38.2K 1.13% 34
2024
Q2 		$2.8M Sell
104,290
-102,845
-50% -$2.7M 1.08% 34
2024
Q1 		$4.71M Sell
207,135
-2,421
-1% -$51.7K 1.92% 20
2023
Q4 		$4.56M Sell
209,556
-4,337
-2% -$92.3K 1.78% 22
2023
Q3 		$4.35M Sell
213,893
-1,109
-0.5% -$24K 1.84% 19
2023
Q2 		$4.49M Sell
215,002
-152
-0.1% -$3.38K 1.84% 19
2023
Q1 		$4.76M Sell
215,154
-9,318
-4% -$193K 2% 17
2022
Q4 		$4.94M Buy
224,472
+1,757
+0.8% +$34.4K 1.66% 25
2022
Q3 		$3.9M Sell
222,715
-107
-0% -$1.9K 1.81% 21
2022
Q2 		$4.16M Sell
222,822
-210,072
-49% -$4.38M 1.54% 24
2022
Q1 		$9.9M Buy
432,894
+12,306
+3% +$274K 3.16% 10
2021
Q4 		$9.05M Buy
420,588
+8,035
+2% +$174K 1.94% 16
2021
Q3 		$8.82M Buy
412,553
+230,672
+127% +$5.19M 2.11% 15
2021
Q2 		$4.41M Buy
181,881
+15,454
+9% +$383K 1.35% 21
2021
Q1 		$3.78M Buy
166,427
+37,076
+29% +$903K 1.28% 20
2020
Q4 		$3.03M Buy
129,351
+4,097
+3% +$93.2K 1.05% 22
2020
Q3 		$2.71M Sell
125,254
-18,281
-13% -$416K 1.4% 18
2020
Q2 		$2.44M Sell
143,535
-132,169
-48% -$2.02M 1.7% 15
2020
Q1 		$3.6M Buy
+275,704
New +$4.33M 2.95% 15

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Wealth Advisors (California)'s SLV Position: Q1 2026 in Review

Private Wealth Advisors (California) sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 48,419 shares — an estimated $3.12M sold.

Private Wealth Advisors (California) first reported a position in SLV in Q1 2020 and held it in 24 quarters. The position peaked at $9.9M in Q1 2022. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Private Wealth Advisors (California) reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 48,419 iShares Silver Trust shares in Q1 2026, an estimated $3.12M.
  • Private Wealth Advisors (California) first reported a position in iShares Silver Trust in Q1 2020 and held it in 24 quarters.
  • Private Wealth Advisors (California)'s iShares Silver Trust position peaked at $9.9M in Q1 2022.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.