Stone House Investment Management’s iShares Silver Trust SLV Stock Holding History

Stone House Investment Management’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	$88.1K	Sell	1,293 -100	-7%	-$7.6K	0.02%	133
2025 Q4	$89.7K	Buy	1,393 +1,100	+375%	+$55.1K	0.01%	122
2025 Q3	$12.4K	Hold	293	–	–	﹤0.01%	266
2025 Q2	$9.61K	Sell	293 -2	-0.7%	-$61	﹤0.01%	270
2025 Q1	$9.14K	Buy	+295	New	+$8.57K	﹤0.01%	257
2024 Q4	–	Sell	-295	Closed	-$8.38K	–	297
2024 Q3	$8.38K	Hold	295	–	–	﹤0.01%	234
2024 Q2	$7.84K	Hold	295	–	–	﹤0.01%	244
2024 Q1	$6.71K	Hold	295	–	–	﹤0.01%	268
2023 Q4	$6.42K	Hold	295	–	–	﹤0.01%	188
2023 Q3	$6K	Hold	295	–	–	﹤0.01%	191
2023 Q2	$6.16K	Hold	295	–	–	﹤0.01%	190
2023 Q1	$6.53K	Buy	+295	New	+$6.11K	﹤0.01%	191
2019 Q2	–	Sell	-488	Closed	-$7K	–	171
2019 Q1	$7K	Buy	+488	New	+$7.12K	﹤0.01%	167

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

Stone House Investment Management's SLV Position: Q1 2026 in Review

Stone House Investment Management reduced its iShares Silver Trust (SLV) stake by 7.2% in Q1 2026, selling an estimated $7.6K and leaving 1,293 shares worth $88.1K. The position accounts for 0.02% of the portfolio, ranked #133.

Stone House Investment Management first reported a position in SLV in Q1 2019 and has held it in 13 quarters since. The position peaked at $89.7K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Stone House Investment Management held 1,293 shares of iShares Silver Trust worth $88.1K as of Q1 2026.
Stone House Investment Management sold 100 iShares Silver Trust shares in Q1 2026, an estimated $7.6K.
iShares Silver Trust made up 0.02% of Stone House Investment Management's portfolio in Q1 2026, its #133 holding.
Stone House Investment Management first reported a position in iShares Silver Trust in Q1 2019 and has held it in 13 quarters since.
Stone House Investment Management's iShares Silver Trust position peaked at $89.7K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.