Regal Investment Advisors’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.83M | Sell |
26,903
-4,752
| -15% | -$361K | 0.11% | 207 |
|
|
2025
Q4 | $2.04M | Buy |
31,655
+6,220
| +24% | +$311K | 0.12% | 190 |
|
|
2025
Q3 | $1.08M | Sell |
25,435
-745
| -3% | -$26.8K | 0.07% | 252 |
|
|
2025
Q2 | $859K | Sell |
26,180
-4,693
| -15% | -$144K | 0.06% | 256 |
|
|
2025
Q1 | $957K | Buy |
30,873
+3,723
| +14% | +$108K | 0.08% | 224 |
|
|
2024
Q4 | $715K | Buy |
27,150
+105
| +0.4% | +$3K | 0.05% | 274 |
|
|
2024
Q3 | $768K | Sell |
27,045
-1,654
| -6% | -$44.4K | 0.05% | 278 |
|
|
2024
Q2 | $763K | Sell |
28,699
-910
| -3% | -$23.9K | 0.05% | 296 |
|
|
2024
Q1 | $674K | Buy |
29,609
+824
| +3% | +$17.6K | 0.05% | 303 |
|
|
2023
Q4 | $627K | Sell |
28,785
-2,359
| -8% | -$50.2K | 0.05% | 288 |
|
|
2023
Q3 | $633K | Buy |
31,144
+1,879
| +6% | +$40.6K | 0.05% | 256 |
|
|
2023
Q2 | $611K | Sell |
29,265
-1,439
| -5% | -$32K | 0.05% | 268 |
|
|
2023
Q1 | $679K | Sell |
30,704
-620
| -2% | -$12.8K | 0.06% | 241 |
|
|
2022
Q4 | $690K | Buy |
31,324
+658
| +2% | +$12.9K | 0.07% | 228 |
|
|
2022
Q3 | $537K | Sell |
30,666
-473
| -2% | -$8.38K | 0.06% | 251 |
|
|
2022
Q2 | $580K | Sell |
31,139
-2,334
| -7% | -$48.7K | 0.06% | 256 |
|
|
2022
Q1 | $766K | Buy |
33,473
+270
| +0.8% | +$6K | 0.07% | 252 |
|
|
2021
Q4 | $714K | Sell |
33,203
-417
| -1% | -$9.01K | 0.06% | 288 |
|
|
2021
Q3 | $690K | Sell |
33,620
-1,215
| -3% | -$27.3K | 0.07% | 293 |
|
|
2021
Q2 | $844K | Buy |
+34,835
| New | +$863K | 0.08% | 248 |
|
|
2021
Q1 | – | Sell |
-28,489
| Closed | -$700K | – | 356 |
|
|
2020
Q4 | $700K | Buy |
+28,489
| New | +$648K | 0.08% | 223 |
|
|
2020
Q3 | – | Sell |
-17,248
| Closed | -$293K | – | 236 |
|
|
2020
Q2 | $293K | Buy |
+17,248
| New | +$264K | 0.05% | 248 |
|
|
2020
Q1 | – | Sell |
-11,600
| Closed | -$193K | – | 261 |
|
|
2019
Q4 | $193K | Sell |
11,600
-700
| -6% | -$11.3K | 0.03% | 326 |
|
|
2019
Q3 | $196K | Buy |
+12,300
| New | +$196K | 0.04% | 297 |
|
|
2015
Q4 | – | Sell |
-2,672
| Closed | -$37K | – | 780 |
|
|
2015
Q3 | $37K | Sell |
2,672
-61
| -2% | -$869 | 0.01% | 461 |
|
|
2015
Q2 | $41K | Buy |
2,733
+960
| +54% | +$15.1K | 0.01% | 451 |
|
|
2015
Q1 | $28K | Sell |
1,773
-42
| -2% | -$672 | 0.01% | 514 |
|
|
2014
Q4 | $27K | Buy |
1,815
+150
| +9% | +$2.37K | 0.01% | 488 |
|
|
2014
Q3 | $27K | Buy |
1,665
+59
| +4% | +$1.12K | 0.01% | 505 |
|
|
2014
Q2 | $33K | Sell |
1,606
-413
| -20% | -$7.8K | 0.01% | 452 |
|
|
2014
Q1 | $38K | Sell |
2,019
-297
| -13% | -$5.84K | 0.02% | 395 |
|
|
2013
Q4 | $43K | Buy |
2,316
+1,021
| +79% | +$20.5K | 0.02% | 311 |
|
|
2013
Q3 | $27K | Sell |
1,295
-95
| -7% | -$1.96K | 0.02% | 417 |
|
|
2013
Q2 | $26K | Buy |
+1,390
| New | +$31.2K | 0.01% | 406 |
|
Other funds holding SLV
Regal Investment Advisors's SLV Position: Q1 2026 in Review
Regal Investment Advisors reduced its iShares Silver Trust (SLV) stake by 15% in Q1 2026, selling an estimated $361K and leaving 26,903 shares worth $1.83M. The position accounts for 0.11% of the portfolio, ranked #207.
Regal Investment Advisors first reported a position in SLV in Q2 2013 and has held it in 34 quarters since. The position peaked at $2.04M in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.
- Regal Investment Advisors held 26,903 shares of iShares Silver Trust worth $1.83M as of Q1 2026.
- Regal Investment Advisors sold 4,752 iShares Silver Trust shares in Q1 2026, an estimated $361K.
- iShares Silver Trust made up 0.11% of Regal Investment Advisors's portfolio in Q1 2026, its #207 holding.
- Regal Investment Advisors first reported a position in iShares Silver Trust in Q2 2013 and has held it in 34 quarters since.
- Regal Investment Advisors's iShares Silver Trust position peaked at $2.04M in Q4 2025.
- 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.