Roman Butler Fullerton & Co’s iShares Silver Trust SLV Stock Holding History

Roman Butler Fullerton & Co’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	-6,241	Closed	-$544K	–	282
2025 Q4	$544K	Buy	+6,241	New	+$312K	0.14%	160
2025 Q3	–	Sell	-21,325	Closed	-$739K	–	270
2025 Q2	$739K	Buy	21,325 +4,727	+28%	+$145K	0.22%	115
2025 Q1	$488K	Sell	16,598 -6,048	-27%	-$176K	0.19%	122
2024 Q4	$622K	Buy	22,646 +93	+0.4%	+$2.66K	0.2%	113
2024 Q3	$647K	Buy	22,553 +2,928	+15%	+$78.7K	0.19%	119
2024 Q2	$553K	Buy	+19,625	New	+$516K	0.18%	120

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

Roman Butler Fullerton & Co's SLV Position: Q1 2026 in Review

Roman Butler Fullerton & Co sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 6,241 shares — an estimated $544K sold.

Roman Butler Fullerton & Co first reported a position in SLV in Q2 2024 and held it in 6 quarters. The position peaked at $739K in Q2 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Roman Butler Fullerton & Co reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
Roman Butler Fullerton & Co sold 6,241 iShares Silver Trust shares in Q1 2026, an estimated $544K.
Roman Butler Fullerton & Co first reported a position in iShares Silver Trust in Q2 2024 and held it in 6 quarters.
Roman Butler Fullerton & Co's iShares Silver Trust position peaked at $739K in Q2 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2026, filed 30 Apr 2026.