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

RIA 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	$11.9M	Buy	175,000 +173,600	+12,400%	+$13.2M	2.83%	7
2025 Q4	$2.72M	Sell	1,400 -33,600	-96%	-$1.68M	0.65%	26
2025 Q3	$1.48M	Buy	+35,000	New	+$1.26M	0.38%	47

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

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

RIA Advisory Group reduced its iShares Silver Trust (SLV) stake by 45% in Q1 2026, selling an estimated $17.4M and leaving 277,767 shares worth $18.9M. The position accounts for 4.5% of the portfolio, ranked #5.

RIA Advisory Group first reported a position in SLV in Q4 2022 and has held it in 13 quarters since. The position peaked at $32.7M in Q4 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

RIA Advisory Group held 277,767 shares of iShares Silver Trust worth $18.9M as of Q1 2026.
RIA Advisory Group sold 229,622 iShares Silver Trust shares in Q1 2026, an estimated $17.4M.
iShares Silver Trust made up 4.5% of RIA Advisory Group's portfolio in Q1 2026, its #5 holding.
RIA Advisory Group first reported a position in iShares Silver Trust in Q4 2022 and has held it in 13 quarters since.
RIA Advisory Group's iShares Silver Trust position peaked at $32.7M in Q4 2025.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.