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Foundations Investment Advisors’s iShares Silver Trust SLV Stock Holding History

Foundations Investment 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 		$18.6M Sell
347,018
-113,302
-25% -$7.51M 0.19% 118
2026
Q1 		$31.4M Sell
460,320
-387,049
-46% -$29.4M 0.39% 68
2025
Q4 		$54.6M Sell
847,369
-19,286
-2% -$966K 0.72% 38
2025
Q3 		$36.7M Buy
866,655
+170,415
+24% +$6.12M 0.53% 46
2025
Q2 		$22.8M Buy
696,240
+160,566
+30% +$4.91M 0.36% 69
2025
Q1 		$16.6M Buy
535,674
+29,819
+6% +$866K 0.31% 81
2024
Q4 		$13.3M Buy
505,855
+94,269
+23% +$2.69M 0.26% 89
2024
Q3 		$11.7M Buy
411,586
+55,337
+16% +$1.49M 0.25% 91
2024
Q2 		$9.47M Buy
356,249
+19,055
+6% +$501K 0.23% 85
2024
Q1 		$7.67M Buy
337,194
+21,762
+7% +$465K 0.2% 89
2023
Q4 		$6.69M Buy
315,432
+1,956
+0.6% +$41.6K 0.18% 99
2023
Q3 		$6.38M Sell
313,476
-32,820
-9% -$709K 0.2% 95
2023
Q2 		$7.23M Buy
346,296
+68,181
+25% +$1.52M 0.24% 71
2023
Q1 		$6.15M Buy
278,115
+45,602
+20% +$945K 0.22% 74
2022
Q4 		$5.12M Buy
232,513
+47,552
+26% +$931K 0.2% 64
2022
Q3 		$3.24M Buy
184,961
+40,024
+28% +$709K 0.14% 66
2022
Q2 		$2.56M Buy
144,937
+11,184
+8% +$233K 0.11% 85
2022
Q1 		$3.16M Buy
133,753
+108,511
+430% +$2.41M 0.12% 67
2021
Q4 		$541K Buy
+25,242
New +$545K 0.02% 195

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

Foundations Investment Advisors's SLV Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares Silver Trust (SLV) stake by 25% in Q2 2026, selling an estimated $7.51M and leaving 347,018 shares worth $18.6M. The position accounts for 0.19% of the portfolio, ranked #118.

Foundations Investment Advisors first reported a position in SLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $54.6M in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Foundations Investment Advisors held 347,018 shares of iShares Silver Trust worth $18.6M as of Q2 2026.
  • Foundations Investment Advisors sold 113,302 iShares Silver Trust shares in Q2 2026, an estimated $7.51M.
  • iShares Silver Trust made up 0.19% of Foundations Investment Advisors's portfolio in Q2 2026, its #118 holding.
  • Foundations Investment Advisors first reported a position in iShares Silver Trust in Q4 2021 and has held it in 19 quarters since.
  • Foundations Investment Advisors's iShares Silver Trust position peaked at $54.6M in Q4 2025.
  • 1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.