Vanguard Capital Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Vanguard Capital 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	$1.62M	Sell	23,784 -8,508	-26%	-$646K	1.5%	14
2025 Q4	$2.08M	Sell	32,292 -47,044	-59%	-$2.36M	1.66%	13
2025 Q3	$3.36M	Buy	79,336 +17,660	+29%	+$634K	2.69%	7
2025 Q2	$2.02M	Buy	61,676 +37,176	+152%	+$1.14M	2.01%	10
2025 Q1	$759K	Buy	24,500 +9,734	+66%	+$283K	0.93%	26
2024 Q4	$389K	Sell	14,766 -47,371	-76%	-$1.35M	0.42%	53
2024 Q3	$1.77M	Buy	62,137 +26,887	+76%	+$722K	1.86%	9
2024 Q2	$937K	Sell	35,250 -49,000	-58%	-$1.29M	0.63%	30
2024 Q1	$1.92M	Buy	84,250 +73,050	+652%	+$1.56M	1.35%	17
2023 Q4	$244K	Hold	11,200	–	–	0.2%	108
2023 Q3	$228K	Sell	11,200 -3,800	-25%	-$82.1K	0.21%	99
2023 Q2	$313K	Sell	15,000 -18,645	-55%	-$415K	0.28%	74
2023 Q1	$744K	Sell	33,645 -4,143	-11%	-$85.8K	0.74%	31
2022 Q4	$832K	Buy	37,788 +4,581	+14%	+$89.7K	0.96%	24
2022 Q3	$581K	Buy	33,207 +7,163	+28%	+$127K	0.71%	37
2022 Q2	$485K	Sell	26,044 -39,479	-60%	-$823K	0.55%	50
2022 Q1	$1.5M	Buy	65,523 +46,148	+238%	+$1.03M	1.07%	19
2021 Q4	$416K	Sell	19,375 -32,213	-62%	-$696K	0.3%	79
2021 Q3	$1.06K	Buy	51,588 +7,399	+17%	+$166K	0.71%	36
2021 Q2	$1.07M	Buy	44,189 +29,955	+210%	+$742K	0.81%	30
2021 Q1	$332K	Sell	14,234 -17,716	-55%	-$431K	0.28%	84
2020 Q4	$791K	Buy	+31,950	New	+$727K	0.73%	34
2020 Q2	$1.33M	Buy	+78,381	New	+$1.2M	1.56%	13
2019 Q4	$475K	Sell	28,513 -9,185	-24%	-$149K	0.5%	57
2019 Q3	$600K	Buy	37,698 +3,506	+10%	+$55.8K	0.7%	41
2019 Q2	$489K	Sell	34,192 -2,900	-8%	-$40.5K	0.59%	53
2019 Q1	$525K	Sell	37,092 -13,304	-26%	-$194K	0.66%	46
2018 Q4	$731K	Sell	50,396 -6,549	-12%	-$89.5K	1.09%	26
2018 Q3	$781K	Sell	56,945 -37,961	-40%	-$535K	0.89%	29
2018 Q2	$1.44M	Sell	94,906 -9,585	-9%	-$149K	1.91%	10
2018 Q1	$1.6M	Buy	+104,491	New	+$1.65M	2.11%	12

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

Vanguard Capital Wealth Advisors's SLV Position: Q1 2026 in Review

Vanguard Capital Wealth Advisors reduced its iShares Silver Trust (SLV) stake by 26% in Q1 2026, selling an estimated $646K and leaving 23,784 shares worth $1.62M. The position accounts for 1.5% of the portfolio, ranked #14.

Vanguard Capital Wealth Advisors first reported a position in SLV in Q1 2018 and has held it in 31 quarters since. The position peaked at $3.36M in Q3 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Vanguard Capital Wealth Advisors held 23,784 shares of iShares Silver Trust worth $1.62M as of Q1 2026.
Vanguard Capital Wealth Advisors sold 8,508 iShares Silver Trust shares in Q1 2026, an estimated $646K.
iShares Silver Trust made up 1.5% of Vanguard Capital Wealth Advisors's portfolio in Q1 2026, its #14 holding.
Vanguard Capital Wealth Advisors first reported a position in iShares Silver Trust in Q1 2018 and has held it in 31 quarters since.
Vanguard Capital Wealth Advisors's iShares Silver Trust position peaked at $3.36M in Q3 2025.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.