SFMG Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

SFMG Wealth Advisors’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	-3,105	Closed	-$200K	–	339
2025 Q4	$200K	Buy	+3,105	New	+$155K	0.01%	288
2015 Q2	–	Sell	-20,380	Closed	-$325K	–	161
2015 Q1	$325K	Buy	20,380 +9,727	+91%	+$156K	0.03%	127
2014 Q4	$160K	Buy	+10,653	New	+$169K	0.04%	119

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

SFMG Wealth Advisors's SLV Position: Q1 2026 in Review

SFMG Wealth Advisors sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 3,105 shares — an estimated $200K sold.

SFMG Wealth Advisors first reported a position in SLV in Q4 2014 and held it in 3 quarters. The position peaked at $325K in Q1 2015. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

SFMG Wealth Advisors reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
SFMG Wealth Advisors sold 3,105 iShares Silver Trust shares in Q1 2026, an estimated $200K.
SFMG Wealth Advisors first reported a position in iShares Silver Trust in Q4 2014 and held it in 3 quarters.
SFMG Wealth Advisors's iShares Silver Trust position peaked at $325K in Q1 2015.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.