RIL
SLV icon

Rothschild Investment LLC’s iShares Silver Trust SLV Stock Holding History

Rothschild Investment LLC’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
Q2 		$986K Buy
18,433
+1,000
+6% +$66.3K 0.04% 423
2026
Q1 		$1.19M Buy
17,433
+1,640
+10% +$125K 0.06% 238
2025
Q4 		$1.02M Buy
15,793
+4,331
+38% +$217K 0.06% 249
2025
Q3 		$486K Hold
11,462
– – 0.03% 359
2025
Q2 		$376K Buy
11,462
+405
+4% +$12.4K 0.02% 387
2025
Q1 		$343K Sell
11,057
-2,375
-18% -$69K 0.02% 398
2024
Q4 		$354K Buy
13,432
+1,500
+13% +$42.9K 0.02% 399
2024
Q3 		$339K Hold
11,932
– – 0.02% 410
2024
Q2 		$317K Hold
11,932
– – 0.02% 411
2024
Q1 		$271K Hold
11,932
– – 0.02% 413
2023
Q4 		$260K Hold
11,932
– – 0.02% 371
2023
Q3 		$243K Hold
11,932
– – 0.02% 414
2023
Q2 		$249K Sell
11,932
-50
-0.4% -$1.11K 0.02% 428
2023
Q1 		$265K Hold
11,982
– – 0.02% 405
2022
Q4 		$264K Buy
+11,982
New +$235K 0.02% 393
2022
Q3 		– Sell
-10,737
Closed -$200K – 498
2022
Q2 		$200K Hold
10,737
– – 0.02% 435
2022
Q1 		$246K Buy
10,737
+50
+0.5% +$1.11K 0.02% 429
2021
Q4 		$230K Sell
10,687
-2,000
-16% -$43.2K 0.02% 454
2021
Q3 		$260K Buy
12,687
+1,017
+9% +$22.9K 0.02% 412
2021
Q2 		$283K Hold
11,670
– – 0.02% 405
2021
Q1 		$265K Sell
11,670
-2,680
-19% -$65.2K 0.02% 406
2020
Q4 		$353K Sell
14,350
-2,180
-13% -$49.6K 0.03% 338
2020
Q3 		$358K Buy
16,530
+4,155
+34% +$94.5K 0.04% 306
2020
Q2 		$210K Hold
12,375
– – 0.03% 377
2020
Q1 		$161K Buy
+12,375
New +$195K 0.02% 387

Other funds holding SLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 1-Year Est. Return

Rothschild Investment LLC's SLV Position: Q2 2026 in Review

Rothschild Investment LLC increased its iShares Silver Trust (SLV) stake by 5.7% in Q2 2026, buying an estimated $66.3K and bringing the position to 18,433 shares worth $986K. The position accounts for 0.04% of the portfolio, ranked #423.

Rothschild Investment LLC first reported a position in SLV in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.19M in Q1 2026. 933 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Rothschild Investment LLC held 18,433 shares of iShares Silver Trust worth $986K as of Q2 2026.
  • Rothschild Investment LLC bought 1,000 iShares Silver Trust shares in Q2 2026, an estimated $66.3K.
  • iShares Silver Trust made up 0.04% of Rothschild Investment LLC's portfolio in Q2 2026, its #423 holding.
  • Rothschild Investment LLC first reported a position in iShares Silver Trust in Q1 2020 and has held it in 25 quarters since.
  • Rothschild Investment LLC's iShares Silver Trust position peaked at $1.19M in Q1 2026.
  • 933 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.