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 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 $1.66T 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

Founders Financial Alliance's SLV Position: Q1 2026 in Review

Founders Financial Alliance increased its iShares Silver Trust (SLV) stake by 14% in Q1 2026, buying an estimated $214K and bringing the position to 23,058 shares worth $1.57M. The position accounts for 0.28% of the portfolio, ranked #87.

Founders Financial Alliance first reported a position in SLV in Q3 2020 and has held it in 18 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Founders Financial Alliance held 23,058 shares of iShares Silver Trust worth $1.57M as of Q1 2026.
Founders Financial Alliance bought 2,813 iShares Silver Trust shares in Q1 2026, an estimated $214K.
iShares Silver Trust made up 0.28% of Founders Financial Alliance's portfolio in Q1 2026, its #87 holding.
Founders Financial Alliance first reported a position in iShares Silver Trust in Q3 2020 and has held it in 18 quarters since.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.