First Foundation Advisors’s iShares Silver Trust SLV Stock Holding History

First Foundation Advisors’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 Q2	$1.91M	Buy	35,704 +2,658	+8%	+$176K	0.07%	145
2026 Q1	$2.25M	Buy	33,046 +10,191	+45%	+$774K	0.09%	134
2025 Q4	$1.47M	Buy	22,855 +2,684	+13%	+$134K	0.06%	149
2025 Q3	$855K	Hold	20,171	–	–	0.03%	191
2025 Q2	$662K	Hold	20,171	–	–	0.02%	220
2025 Q1	$625K	Hold	20,171	–	–	0.03%	207
2024 Q4	$531K	Hold	20,171	–	–	0.02%	225
2024 Q3	$573K	Hold	20,171	–	–	0.02%	219
2024 Q2	$536K	Buy	20,171 +3,703	+22%	+$97.4K	0.02%	217
2024 Q1	$375K	Hold	16,468	–	–	0.02%	259
2023 Q4	$359K	Buy	16,468 +6,525	+66%	+$139K	0.02%	265
2023 Q3	$202K	Buy	+9,943	New	+$215K	0.01%	393
2022 Q1	–	Sell	-18,566	Closed	-$399K	–	453
2021 Q4	$399K	Sell	18,566 -1,800	-9%	-$38.9K	0.01%	302
2021 Q3	$418K	Buy	20,366 +1,850	+10%	+$41.6K	0.02%	302
2021 Q2	$448K	Hold	18,516	–	–	0.02%	300
2021 Q1	$420K	Hold	18,516	–	–	0.02%	291
2020 Q4	$455K	Hold	18,516	–	–	0.02%	269
2020 Q3	$401K	Buy	+18,516	New	+$421K	0.02%	257
2015 Q3	–	Sell	-12,593	Closed	-$189K	–	255
2015 Q2	$189K	Sell	12,593 -445	-3%	-$6.98K	0.02%	214
2015 Q1	$208K	Sell	13,038 -780	-6%	-$12.5K	0.02%	215
2014 Q4	$208K	Buy	13,818 +125	+0.9%	+$1.98K	0.02%	217
2014 Q3	$224K	Buy	13,693 +1,100	+9%	+$20.8K	0.02%	199
2014 Q2	$255K	Sell	12,593 -68	-0.5%	-$1.28K	0.03%	181
2014 Q1	$241K	Hold	12,661	–	–	0.03%	161
2013 Q4	$237K	Buy	12,661 +68	+0.5%	+$1.36K	0.03%	159
2013 Q3	$263K	Sell	12,593 -637	-5%	-$13.2K	0.04%	137
2013 Q2	$251K	Buy	+13,230	New	+$297K	0.05%	110

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Foundation Advisors's SLV Position: Q2 2026 in Review

First Foundation Advisors increased its iShares Silver Trust (SLV) stake by 8% in Q2 2026, buying an estimated $176K and bringing the position to 35,704 shares worth $1.91M. The position accounts for 0.07% of the portfolio, ranked #145.

First Foundation Advisors first reported a position in SLV in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.25M in Q1 2026. 1,411 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

First Foundation Advisors held 35,704 shares of iShares Silver Trust worth $1.91M as of Q2 2026.
First Foundation Advisors bought 2,658 iShares Silver Trust shares in Q2 2026, an estimated $176K.
iShares Silver Trust made up 0.07% of First Foundation Advisors's portfolio in Q2 2026, its #145 holding.
First Foundation Advisors first reported a position in iShares Silver Trust in Q2 2013 and has held it in 27 quarters since.
First Foundation Advisors's iShares Silver Trust position peaked at $2.25M in Q1 2026.
1,411 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.