Vantage Point Financial’s iShares Silver Trust SLV Stock Holding History

Vantage Point Financial’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	$701K	Buy	10,281 +1,909	+23%	+$145K	0.25%	78
2025 Q4	$539K	Buy	8,372 +1,216	+17%	+$60.9K	0.19%	89
2025 Q3	$303K	Buy	7,156 +279	+4%	+$10K	0.12%	116
2025 Q2	$226K	Buy	6,877 +100	+1%	+$3.06K	0.1%	132
2025 Q1	$210K	Buy	+6,777	New	+$197K	0.11%	125

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

Vantage Point Financial's SLV Position: Q1 2026 in Review

Vantage Point Financial increased its iShares Silver Trust (SLV) stake by 23% in Q1 2026, buying an estimated $145K and bringing the position to 10,281 shares worth $701K. The position accounts for 0.25% of the portfolio, ranked #78.

Vantage Point Financial first reported a position in SLV in Q1 2025 and has held it in 5 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Vantage Point Financial held 10,281 shares of iShares Silver Trust worth $701K as of Q1 2026.
Vantage Point Financial bought 1,909 iShares Silver Trust shares in Q1 2026, an estimated $145K.
iShares Silver Trust made up 0.25% of Vantage Point Financial's portfolio in Q1 2026, its #78 holding.
Vantage Point Financial first reported a position in iShares Silver Trust in Q1 2025 and has held it in 5 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.