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 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

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

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

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

Forvis Mazars Wealth Advisors's SLV Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its iShares Silver Trust (SLV) stake by 30% in Q1 2026, buying an estimated $342K and bringing the position to 19,429 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #187.

Forvis Mazars Wealth Advisors first reported a position in SLV in Q2 2024 and has held it in 8 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Forvis Mazars Wealth Advisors held 19,429 shares of iShares Silver Trust worth $1.32M as of Q1 2026.
Forvis Mazars Wealth Advisors bought 4,502 iShares Silver Trust shares in Q1 2026, an estimated $342K.
iShares Silver Trust made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #187 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares Silver Trust in Q2 2024 and has held it in 8 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.