Turtle Creek Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Turtle Creek 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	$416K	Sell	6,110 -3,390	-36%	-$258K	0.03%	263
2025 Q4	$612K	Buy	9,500 +4,000	+73%	+$200K	0.05%	212
2025 Q3	$233K	Buy	+5,500	New	+$198K	0.02%	328

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

Turtle Creek Wealth Advisors's SLV Position: Q1 2026 in Review

Turtle Creek Wealth Advisors reduced its iShares Silver Trust (SLV) stake by 36% in Q1 2026, selling an estimated $258K and leaving 6,110 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #263.

Turtle Creek Wealth Advisors first reported a position in SLV in Q3 2025 and has held it in 3 quarters since. The position peaked at $612K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Turtle Creek Wealth Advisors held 6,110 shares of iShares Silver Trust worth $416K as of Q1 2026.
Turtle Creek Wealth Advisors sold 3,390 iShares Silver Trust shares in Q1 2026, an estimated $258K.
iShares Silver Trust made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #263 holding.
Turtle Creek Wealth Advisors first reported a position in iShares Silver Trust in Q3 2025 and has held it in 3 quarters since.
Turtle Creek Wealth Advisors's iShares Silver Trust position peaked at $612K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.