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Forum Finance Group’s iShares Silver Trust SLV Stock Holding History

Forum Finance 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
Q2 		$142K Buy
3,277
+200
+6% +$13.3K 0.05% 168
2026
Q1 		$162K Buy
+3,077
New +$234K 0.09% 142

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Forum Finance Group's SLV Position: Q2 2026 in Review

Forum Finance Group increased its iShares Silver Trust (SLV) stake by 6.5% in Q2 2026, buying an estimated $13.3K and bringing the position to 3,277 shares worth $142K. The position accounts for 0.05% of the portfolio, ranked #168.

Forum Finance Group first reported a position in SLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $162K in Q1 2026. 1,414 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Forum Finance Group held 3,277 shares of iShares Silver Trust worth $142K as of Q2 2026.
  • Forum Finance Group bought 200 iShares Silver Trust shares in Q2 2026, an estimated $13.3K.
  • iShares Silver Trust made up 0.05% of Forum Finance Group's portfolio in Q2 2026, its #168 holding.
  • Forum Finance Group first reported a position in iShares Silver Trust in Q1 2026 and has held it in 2 quarters since.
  • Forum Finance Group's iShares Silver Trust position peaked at $162K in Q1 2026.
  • 1,414 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.