Horizon Investments’s iShares Silver Trust SLV Stock Holding History

Horizon Investments’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	$95.6K	Sell	1,787 -2,147	-55%	-$142K	﹤0.01%	1117
2026 Q1	$268K	Sell	3,934 -2,659	-40%	-$202K	﹤0.01%	935
2025 Q4	$425K	Buy	6,593 +1,077	+20%	+$53.9K	0.01%	865
2025 Q3	$234K	Buy	5,516 +5,500	+34,375%	+$198K	﹤0.01%	906
2025 Q2	$525	Hold	16	–	–	﹤0.01%	1077
2025 Q1	$496	Hold	16	–	–	﹤0.01%	835
2024 Q4	$421	Hold	16	–	–	﹤0.01%	847
2024 Q3	$455	Hold	16	–	–	﹤0.01%	819
2024 Q2	$425	Hold	16	–	–	﹤0.01%	803
2024 Q1	$364	Hold	16	–	–	﹤0.01%	794
2023 Q4	$348	Hold	16	–	–	﹤0.01%	780
2023 Q3	$325	Sell	16 -6	-27%	-$130	﹤0.01%	747
2023 Q2	$460	Hold	22	–	–	﹤0.01%	690
2023 Q1	$487	Buy	+22	New	+$456	﹤0.01%	693

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

Horizon Investments's SLV Position: Q2 2026 in Review

Horizon Investments reduced its iShares Silver Trust (SLV) stake by 55% in Q2 2026, selling an estimated $142K and leaving 1,787 shares worth $95.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Horizon Investments first reported a position in SLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $425K in Q4 2025. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Horizon Investments held 1,787 shares of iShares Silver Trust worth $95.6K as of Q2 2026.
Horizon Investments sold 2,147 iShares Silver Trust shares in Q2 2026, an estimated $142K.
iShares Silver Trust made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1117 holding.
Horizon Investments first reported a position in iShares Silver Trust in Q1 2023 and has held it in 14 quarters since.
Horizon Investments's iShares Silver Trust position peaked at $425K in Q4 2025.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.