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Stokes Family Office’s iShares Silver Trust SLV Stock Holding History

Stokes Family Office’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 		$2.23M Hold
32,800
– – 0.23% 90
2025
Q4 		$2.11M Buy
32,800
+2,200
+7% +$110K 0.19% 90
2025
Q3 		$1.3M Buy
30,600
+8,700
+40% +$312K 0.12% 116
2025
Q2 		$719K Buy
21,900
+1,530
+8% +$46.8K 0.08% 134
2025
Q1 		$631K Buy
20,370
+4,735
+30% +$138K 0.07% 141
2024
Q4 		$412K Buy
15,635
+4,685
+43% +$134K 0.04% 176
2024
Q3 		$311K Buy
+10,950
New +$294K 0.03% 189

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stokes Family Office's SLV Position: Q1 2026 in Review

Stokes Family Office held its iShares Silver Trust (SLV) position steady in Q1 2026 at 32,800 shares worth $2.23M. The position accounts for 0.23% of the portfolio, ranked #90.

Stokes Family Office first reported a position in SLV in Q3 2024 and has held it in 7 quarters since. 1,553 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Stokes Family Office held 32,800 shares of iShares Silver Trust worth $2.23M as of Q1 2026.
  • Stokes Family Office left its iShares Silver Trust share count unchanged in Q1 2026.
  • iShares Silver Trust made up 0.23% of Stokes Family Office's portfolio in Q1 2026, its #90 holding.
  • Stokes Family Office first reported a position in iShares Silver Trust in Q3 2024 and has held it in 7 quarters since.
  • 1,553 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.