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 Q1	$11.5K	Buy	+168,700	New	+$12.8M	﹤0.01%	1195
2025 Q4	–	Sell	-150,000	Closed	-$6.36K	–	1379
2025 Q3	$6.36K	Sell	150,000 -50,000	-25%	-$1.8M	﹤0.01%	1054
2025 Q2	$6.52K	Sell	200,000 -700,000	-78%	-$21.4M	﹤0.01%	999
2025 Q1	$27.9K	Buy	+900,000	New	+$26.2M	﹤0.01%	659
2024 Q4	–	Sell	-750,000	Closed	-$21.3K	–	920
2024 Q3	$21.3K	Buy	+750,000	New	+$20.2M	﹤0.01%	655

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

Horizon Investments's SLV Position: Q1 2026 in Review

Horizon Investments reduced its iShares Silver Trust (SLV) stake by 40% in Q1 2026, selling an estimated $202K and leaving 3,934 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Horizon Investments first reported a position in SLV in Q1 2023 and has held it in 13 quarters since. The position peaked at $425K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Horizon Investments held 3,934 shares of iShares Silver Trust worth $268K as of Q1 2026.
Horizon Investments sold 2,659 iShares Silver Trust shares in Q1 2026, an estimated $202K.
iShares Silver Trust made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #935 holding.
Horizon Investments first reported a position in iShares Silver Trust in Q1 2023 and has held it in 13 quarters since.
Horizon Investments's iShares Silver Trust position peaked at $425K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.