ZIG
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Zullo Investment Group’s iShares Silver Trust SLV Stock Holding History

Zullo Investment Group’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 		– Sell
-3,270
Closed -$211K – 165
2025
Q4 		$211K Buy
+3,270
New +$164K 0.08% 146
2023
Q1 		– Sell
-1,200
Closed -$26.4K – 608
2022
Q4 		$26.4K Hold
1,200
– – 0.02% 355
2022
Q3 		$21K Buy
1,200
+50
+4% +$886 0.01% 387
2022
Q2 		$21K Hold
1,150
– – 0.01% 398
2022
Q1 		$26K Hold
1,150
– – 0.01% 396
2021
Q4 		$25K Buy
+1,150
New +$24.8K 0.01% 398

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Zullo Investment Group's SLV Position: Q1 2026 in Review

Zullo Investment Group sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 3,270 shares — an estimated $211K sold.

Zullo Investment Group first reported a position in SLV in Q4 2021 and held it in 6 quarters. The position peaked at $211K in Q4 2025. 1,566 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Zullo Investment Group reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
  • Zullo Investment Group sold 3,270 iShares Silver Trust shares in Q1 2026, an estimated $211K.
  • Zullo Investment Group first reported a position in iShares Silver Trust in Q4 2021 and held it in 6 quarters.
  • Zullo Investment Group's iShares Silver Trust position peaked at $211K in Q4 2025.
  • 1,566 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.