Ethos Financial Group’s iShares Silver Trust SLV Stock Holding History

Ethos Financial 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	$1.34M	Buy	19,655 +292	+2%	+$22.2K	0.1%	171
2025 Q4	$1.25M	Buy	19,363 +7,114	+58%	+$356K	0.09%	176
2025 Q3	$519K	Buy	12,249 +4,095	+50%	+$147K	0.04%	262
2025 Q2	$268K	Buy	+8,154	New	+$249K	0.02%	364
2024 Q4	–	Sell	-7,392	Closed	-$210K	–	419
2024 Q3	$210K	Buy	+7,392	New	+$199K	0.03%	264
2023 Q4	–	Sell	-17,459	Closed	-$355K	–	295
2023 Q3	$355K	Buy	17,459 +6,730	+63%	+$145K	0.09%	118
2023 Q2	$237K	Hold	10,729	–	–	0.08%	120
2023 Q1	$237K	Sell	10,729 -150	-1%	-$3.11K	0.07%	147
2022 Q4	$240K	Buy	+10,879	New	+$213K	0.08%	120

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

Ethos Financial Group's SLV Position: Q1 2026 in Review

Ethos Financial Group increased its iShares Silver Trust (SLV) stake by 1.5% in Q1 2026, buying an estimated $22.2K and bringing the position to 19,655 shares worth $1.34M. The position accounts for 0.1% of the portfolio, ranked #171.

Ethos Financial Group first reported a position in SLV in Q4 2022 and has held it in 9 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Ethos Financial Group held 19,655 shares of iShares Silver Trust worth $1.34M as of Q1 2026.
Ethos Financial Group bought 292 iShares Silver Trust shares in Q1 2026, an estimated $22.2K.
iShares Silver Trust made up 0.1% of Ethos Financial Group's portfolio in Q1 2026, its #171 holding.
Ethos Financial Group first reported a position in iShares Silver Trust in Q4 2022 and has held it in 9 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.