Zacks Investment Management’s iShares Silver Trust SLV Stock Holding History

Zacks 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	$963K	Sell	14,137 -3,493	-20%	-$265K	0.01%	414
2025 Q4	$1.14M	Buy	17,630 +5,301	+43%	+$265K	0.01%	408
2025 Q3	$522K	Buy	12,329 +5,917	+92%	+$212K	﹤0.01%	489
2025 Q2	$210K	Buy	+6,412	New	+$196K	﹤0.01%	631
2025 Q1	–	Sell	-9,969	Closed	-$262K	–	745
2024 Q4	$262K	Buy	9,969 +25	+0.3%	+$714	﹤0.01%	575
2024 Q3	$283K	Buy	+9,944	New	+$267K	﹤0.01%	564
2021 Q3	–	Sell	-18,461	Closed	-$447K	–	648
2021 Q2	$447K	Hold	18,461	–	–	0.01%	469
2021 Q1	$419K	Sell	18,461 -11,480	-38%	-$279K	0.01%	431
2020 Q4	$736K	Buy	+29,941	New	+$681K	0.01%	383
2017 Q1	–	Sell	-12,007	Closed	-$181K	–	716
2016 Q4	$181K	Buy	+12,007	New	+$195K	0.01%	613
2014 Q4	–	Sell	-10,171	Closed	-$166K	–	743
2014 Q3	$166K	Sell	10,171 -835	-8%	-$15.8K	0.01%	638
2014 Q2	$223K	Sell	11,006 -16	-0.1%	-$302	0.01%	630
2014 Q1	$210K	Buy	+11,022	New	+$217K	0.01%	637
2013 Q4	–	Sell	-13,188	Closed	-$276K	–	739
2013 Q3	$276K	Hold	13,188	–	–	0.01%	538
2013 Q2	$250K	Buy	+13,188	New	+$296K	0.01%	526

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

Zacks Investment Management's SLV Position: Q1 2026 in Review

Zacks Investment Management reduced its iShares Silver Trust (SLV) stake by 20% in Q1 2026, selling an estimated $265K and leaving 14,137 shares worth $963K. The position accounts for 0.01% of the portfolio, ranked #414.

Zacks Investment Management first reported a position in SLV in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.14M in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Zacks Investment Management held 14,137 shares of iShares Silver Trust worth $963K as of Q1 2026.
Zacks Investment Management sold 3,493 iShares Silver Trust shares in Q1 2026, an estimated $265K.
iShares Silver Trust made up 0.01% of Zacks Investment Management's portfolio in Q1 2026, its #414 holding.
Zacks Investment Management first reported a position in iShares Silver Trust in Q2 2013 and has held it in 15 quarters since.
Zacks Investment Management's iShares Silver Trust position peaked at $1.14M in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.