Concurrent Investment Advisors LLC Has $2.62 Million Stake in iShares Silver Trust $SLV

Concurrent Investment Advisors LLC lowered its stake in iShares Silver Trust (NYSEARCA:SLV) by 10.8% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 61,862 shares of the exchange traded fund’s stock after selling 7,522 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in iShares Silver Trust were worth $2,621,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. TD Private Client Wealth LLC increased its stake in iShares Silver Trust by 10.4% in the third quarter. TD Private Client Wealth LLC now owns 54,396 shares of the exchange traded fund’s stock valued at $2,305,000 after purchasing an additional 5,114 shares in the last quarter. N.E.W. Advisory Services LLC grew its stake in shares of iShares Silver Trust by 5.0% in the 3rd quarter. N.E.W. Advisory Services LLC now owns 26,315 shares of the exchange traded fund’s stock valued at $1,115,000 after buying an additional 1,244 shares during the period. Gradient Capital Advisors LLC grew its stake in shares of iShares Silver Trust by 20.0% in the 3rd quarter. Gradient Capital Advisors LLC now owns 25,513 shares of the exchange traded fund’s stock valued at $1,081,000 after buying an additional 4,248 shares during the period. First Horizon Corp bought a new stake in iShares Silver Trust in the 3rd quarter valued at about $96,000. Finally, Godsey & Gibb Inc. raised its stake in iShares Silver Trust by 142.4% during the 3rd quarter. Godsey & Gibb Inc. now owns 2,121 shares of the exchange traded fund’s stock worth $90,000 after buying an additional 1,246 shares during the period.

iShares Silver Trust Stock Performance

Shares of NYSEARCA:SLV opened at $83.32 on Friday. The business’s 50 day simple moving average is $58.47 and its two-hundred day simple moving average is $45.33. The firm has a market cap of $47.91 billion, a P/E ratio of -8.51 and a beta of 0.38. iShares Silver Trust has a 52-week low of $26.57 and a 52-week high of $84.78.

Key iShares Silver Trust News

Here are the key news stories impacting iShares Silver Trust this week:

• Positive Sentiment: Record retail inflows into silver ETFs have created a crowded trade, supporting higher silver prices and ETF asset growth — a tailwind for SLV. Retail investors steer record amount cash into silver, creating crowded trade
• Positive Sentiment: Safe‑haven demand and geopolitical risk helped push spot silver to historic highs, lifting mining stocks and ETF flows — supportive for SLV’s NAV and investor interest. Silver mining stocks jump as metal holds above $90 milestone
• Positive Sentiment: Reports of losses by short sellers (TD Securities reportedly lost on a silver short) indicate short‑covering pressure, which can amplify upward moves in silver and benefit SLV. TD Securities takes a second hit on silver short, losing $606k
• Neutral Sentiment: CME Group commentary on relative value in precious metals outlines macro and technical factors investors are watching — useful context but not an immediate price mover for SLV by itself. Key factors for investors seeking relative value in precious metals in 2026 – CME Group’s Norland
• Negative Sentiment: Profit‑taking following the parabolic rally has triggered a pullback in silver and SLV, with some investors booking gains after recent records. Silver Pulls Back From Highs: What’s Behind The Shift?
• Negative Sentiment: Analysts warn the rally may be forming a blow‑off top and point to historical crash patterns; elevated positioning increases downside risk if sentiment shifts. Repeat of History? Why Silver May Be Forming a Blow-off Top
• Negative Sentiment: Commentary urging caution (e.g., the “80/50” rule and other crash‑risk analyses) highlights the potential for sharp reversals, which could pressure SLV if selling accelerates. Silver: With A History Of Crashing, Investors Should Consider The 80/50 Rule
• Negative Sentiment: Policy headlines (e.g., U.S. decisions on critical‑minerals tariffs) removed a potential structural support, briefly weighing on silver prices and ETF flows. Silver price falling as Trump will not impose critical minerals tariffs

About iShares Silver Trust

iShares Silver Trust (the Trust) owns silver transferred to the Trust in exchange for shares issued by the Trust. The Trust’s each share represents a fractional undivided beneficial interest in its net assets. The assets of the Trust consist of silver held by the Trust’s custodian on behalf of the Trust. The activities of the Trust are limited to issuing baskets of shares in exchange for the silver deposited with the custodian as consideration, selling silver as necessary to cover the sponsor’s fee, Trust expenses not assumed by the sponsor and other liabilities, and delivering silver in exchange for baskets of shares surrendered for redemption.