Forum Financial Management’s iShares Silver Trust SLV Stock Holding History

Forum Financial 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 Q2	$256K	Buy	+4,780	New	+$317K	﹤0.01%	296

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

Forum Financial Management's SLV Position: Q2 2026 in Review

Forum Financial Management opened a new position in iShares Silver Trust (SLV) in Q2 2026: 4,780 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #296 among its holdings.

1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Forum Financial Management held 4,780 shares of iShares Silver Trust worth $256K as of Q2 2026.
iShares Silver Trust was a new Forum Financial Management position in Q2 2026.
iShares Silver Trust made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #296 holding.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.