Forvis Mazars Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Forvis Mazars Wealth 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 Q3	$1.15M	Sell	21,021 -337	-2%	-$19.1K	0.02%	210
2026 Q2	$1.14M	Buy	21,358 +1,929	+10%	+$128K	0.02%	212
2026 Q1	$1.32M	Buy	19,429 +4,502	+30%	+$342K	0.03%	187
2025 Q4	$962K	Buy	14,927 +1,078	+8%	+$54K	0.02%	214
2025 Q3	$587K	Sell	13,849 -923	-6%	-$33.1K	0.01%	259
2025 Q2	$485K	Buy	14,772 +1,535	+12%	+$46.9K	0.01%	290
2025 Q1	$410K	Buy	13,237 +80	+0.6%	+$2.32K	0.01%	314
2024 Q4	$346K	Buy	13,157 +879	+7%	+$25.1K	0.01%	359
2024 Q3	$349K	Buy	12,278 +2,845	+30%	+$76.4K	0.01%	360
2024 Q2	$251K	Buy	+9,433	New	+$248K	0.01%	375

Other funds holding SLV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SLV Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its iShares Silver Trust (SLV) stake by 1.6% in Q3 2026, selling an estimated $19.1K and leaving 21,021 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #210.

Forvis Mazars Wealth Advisors first reported a position in SLV in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.32M in Q1 2026. 872 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Forvis Mazars Wealth Advisors held 21,021 shares of iShares Silver Trust worth $1.15M as of Q3 2026.
Forvis Mazars Wealth Advisors sold 337 iShares Silver Trust shares in Q3 2026, an estimated $19.1K.
iShares Silver Trust made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #210 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares Silver Trust in Q2 2024 and has held it in 10 quarters since.
Forvis Mazars Wealth Advisors's iShares Silver Trust position peaked at $1.32M in Q1 2026.
872 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.