Sheaff Brock Investment Advisors’s iShares Silver Trust SLV Stock Holding History

Sheaff Brock Investment 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
2025 Q1	$203K	Buy	+6,551	New	+$190K	0.02%	396
2018 Q1	–	Sell	-19,903	Closed	-$318K	–	577
2017 Q4	$318K	Buy	19,903 +303	+2%	+$4.78K	0.04%	337
2017 Q3	$309K	Sell	19,600 -4,000	-17%	-$63.7K	0.04%	352
2017 Q2	$371K	Buy	23,600 +8,265	+54%	+$135K	0.05%	341
2017 Q1	$265K	Sell	15,335 -700	-4%	-$11.6K	0.03%	430
2016 Q4	$242K	Buy	+16,035	New	+$261K	0.03%	467
2016 Q2	–	Sell	-18,285	Closed	-$268K	–	636
2016 Q1	$268K	Sell	18,285 -4,500	-20%	-$63.9K	0.03%	418
2015 Q4	$301K	Buy	+22,785	New	+$321K	0.03%	406

Other funds holding SLV

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sheaff Brock Investment Advisors's SLV Position: Q1 2025 in Review

Sheaff Brock Investment Advisors opened a new position in iShares Silver Trust (SLV) in Q1 2025: 6,551 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #396 among its holdings. This is a return to the name: Sheaff Brock Investment Advisors previously reported a position in SLV as recently as Q4 2017.

Sheaff Brock Investment Advisors first reported a position in SLV in Q4 2015 and has held it in 8 quarters since. The position peaked at $371K in Q2 2017. 1,009 funds tracked by Wall St. Rank hold SLV as of Q1 2025.

Sheaff Brock Investment Advisors held 6,551 shares of iShares Silver Trust worth $203K as of Q1 2025.
iShares Silver Trust was a new Sheaff Brock Investment Advisors position in Q1 2025.
iShares Silver Trust made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #396 holding.
Sheaff Brock Investment Advisors first reported a position in iShares Silver Trust in Q4 2015 and has held it in 8 quarters since.
Sheaff Brock Investment Advisors's iShares Silver Trust position peaked at $371K in Q2 2017.
1,009 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.