Foguth Wealth Management
SLV icon

Foguth Wealth Management’s iShares Silver Trust SLV Stock Holding History

Foguth Wealth 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
Q3 		$1M Sell
19,504
-220
-1% -$12.5K 0.1% 95
2026
Q2 		$1.01M Sell
19,724
-55
-0.3% -$3.65K 0.11% 86
2026
Q1 		$1.35M Buy
19,779
+2,121
+12% +$161K 0.16% 73
2025
Q4 		$1.16M Buy
+17,658
New +$884K 0.18% 71
2025
Q2 		$425K Buy
12,943
+692
+6% +$21.2K 0.09% 90
2025
Q1 		$380K Sell
12,251
-1,359
-10% -$39.5K 0.09% 100
2024
Q4 		$380K Buy
13,610
+973
+8% +$27.8K 0.1% 98
2024
Q3 		$354K Sell
12,637
-525
-4% -$14.1K 0.13% 89
2024
Q2 		$350K Sell
13,162
-844
-6% -$22.2K 0.15% 80
2024
Q1 		$319K Buy
+14,006
New +$299K 0.17% 98

Other funds holding SLV

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Richard C. Young & Co
Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Foguth Wealth Management's SLV Position: Q3 2026 in Review

Foguth Wealth Management reduced its iShares Silver Trust (SLV) stake by 1.1% in Q3 2026, selling an estimated $12.5K and leaving 19,504 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #95.

Foguth Wealth Management first reported a position in SLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.35M in Q1 2026. 988 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Foguth Wealth Management held 19,504 shares of iShares Silver Trust worth $1M as of Q3 2026.
  • Foguth Wealth Management sold 220 iShares Silver Trust shares in Q3 2026, an estimated $12.5K.
  • iShares Silver Trust made up 0.1% of Foguth Wealth Management's portfolio in Q3 2026, its #95 holding.
  • Foguth Wealth Management first reported a position in iShares Silver Trust in Q1 2024 and has held it in 10 quarters since.
  • Foguth Wealth Management's iShares Silver Trust position peaked at $1.35M in Q1 2026.
  • 988 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.