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 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

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

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

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)

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return