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 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

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

Forvis Mazars Wealth Advisors's SLV Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its iShares Silver Trust (SLV) stake by 9.9% in Q2 2026, buying an estimated $128K and bringing the position to 21,358 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #212.

Forvis Mazars Wealth Advisors first reported a position in SLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.32M in Q1 2026. 1,421 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Forvis Mazars Wealth Advisors held 21,358 shares of iShares Silver Trust worth $1.14M as of Q2 2026.
Forvis Mazars Wealth Advisors bought 1,929 iShares Silver Trust shares in Q2 2026, an estimated $128K.
iShares Silver Trust made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #212 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares Silver Trust in Q2 2024 and has held it in 9 quarters since.
Forvis Mazars Wealth Advisors's iShares Silver Trust position peaked at $1.32M in Q1 2026.
1,421 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.