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Willis Johnson & Associates’s iShares Silver Trust SLV Stock Holding History

Willis Johnson & Associates’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 		$204K Sell
3,000
-3,000
-50% -$228K 0.01% 185
2025
Q4 		$387K Buy
+6,000
New +$300K 0.02% 119

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

Willis Johnson & Associates's SLV Position: Q1 2026 in Review

Willis Johnson & Associates reduced its iShares Silver Trust (SLV) stake by 64% in Q1 2026, selling an estimated $122K and leaving 925 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Willis Johnson & Associates first reported a position in SLV in Q4 2025 and has held it in 2 quarters since. The position peaked at $163K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Willis Johnson & Associates held 925 shares of iShares Silver Trust worth $63K as of Q1 2026.
  • Willis Johnson & Associates sold 1,610 iShares Silver Trust shares in Q1 2026, an estimated $122K.
  • iShares Silver Trust made up ﹤0.01% of Willis Johnson & Associates's portfolio in Q1 2026, its #195 holding.
  • Willis Johnson & Associates first reported a position in iShares Silver Trust in Q4 2025 and has held it in 2 quarters since.
  • Willis Johnson & Associates's iShares Silver Trust position peaked at $163K in Q4 2025.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.