Founders Financial Alliance’s iShares Silver Trust SLV Stock Holding History

Founders Financial Alliance’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	$1.01M	Sell	18,915 -4,143	-18%	-$275K	0.13%	150
2026 Q1	$1.57M	Buy	23,058 +2,813	+14%	+$214K	0.28%	87
2025 Q4	$1.3M	Sell	20,245 -2,976	-13%	-$149K	0.25%	101
2025 Q3	$984K	Buy	23,221 +2,174	+10%	+$78.1K	0.19%	112
2025 Q2	$691K	Sell	21,047 -2,469	-10%	-$75.5K	0.16%	138
2025 Q1	$729K	Buy	23,516 +766	+3%	+$22.3K	0.18%	120
2024 Q4	$599K	Hold	22,750	–	–	0.16%	122
2024 Q3	$646K	Sell	22,750 -100	-0.4%	-$2.69K	0.18%	116
2024 Q2	$607K	Buy	22,850 +400	+2%	+$10.5K	0.18%	114
2024 Q1	$511K	Buy	22,450 +4,650	+26%	+$99.3K	0.15%	134
2023 Q4	$388K	Hold	17,800	–	–	0.15%	143
2023 Q3	$362K	Hold	17,800	–	–	0.16%	138
2023 Q2	$372K	Hold	17,800	–	–	0.15%	151
2023 Q1	$396K	Sell	17,800 -500	-3%	-$10.4K	0.2%	119
2022 Q4	$403K	Hold	18,300	–	–	0.19%	123
2022 Q3	$320K	Sell	18,300 -80	-0.4%	-$1.42K	0.16%	139
2022 Q2	$343K	Sell	18,380 -320	-2%	-$6.67K	0.17%	135
2022 Q1	$428K	Buy	+18,700	New	+$416K	0.19%	123
2020 Q4	–	Sell	-1,150	Closed	-$25K	–	1111
2020 Q3	$25K	Buy	+1,150	New	+$26.1K	0.01%	522

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

Founders Financial Alliance's SLV Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares Silver Trust (SLV) stake by 18% in Q2 2026, selling an estimated $275K and leaving 18,915 shares worth $1.01M. The position accounts for 0.13% of the portfolio, ranked #150.

Founders Financial Alliance first reported a position in SLV in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.57M in Q1 2026. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Founders Financial Alliance held 18,915 shares of iShares Silver Trust worth $1.01M as of Q2 2026.
Founders Financial Alliance sold 4,143 iShares Silver Trust shares in Q2 2026, an estimated $275K.
iShares Silver Trust made up 0.13% of Founders Financial Alliance's portfolio in Q2 2026, its #150 holding.
Founders Financial Alliance first reported a position in iShares Silver Trust in Q3 2020 and has held it in 19 quarters since.
Founders Financial Alliance's iShares Silver Trust position peaked at $1.57M in Q1 2026.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.