Horizons Wealth Management’s iShares Silver Trust SLV Stock Holding History

Horizons Wealth Management’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	$44.6K	Sell	654 -54	-8%	-$4.1K	0.03%	105
2025 Q4	$45.6K	Sell	708 -104	-13%	-$5.21K	0.03%	105
2025 Q3	$34.4K	Hold	812	–	–	0.02%	116
2025 Q2	$26.6K	Hold	812	–	–	0.02%	121
2025 Q1	$25.2K	Hold	812	–	–	0.02%	119
2024 Q4	$21.4K	Sell	812 -87	-10%	-$2.48K	0.02%	118
2024 Q3	$25.5K	Sell	899 -110	-11%	-$2.96K	0.02%	119
2024 Q2	$26.9K	Sell	1,009 -64	-6%	-$1.68K	0.02%	116
2024 Q1	$23.4K	Hold	1,073	–	–	0.02%	115
2023 Q4	$23.4K	Hold	1,073	–	–	0.02%	115
2023 Q3	$21.8K	Sell	1,073 -131	-11%	-$2.83K	0.02%	118
2023 Q2	$25.2K	Sell	1,204 -123	-9%	-$2.73K	0.02%	125
2023 Q1	$29.4K	Sell	1,327 -720	-35%	-$14.9K	0.02%	107
2022 Q4	$45K	Hold	2,047	–	–	0.04%	92
2022 Q3	$36K	Hold	2,047	–	–	0.03%	90
2022 Q2	$37K	Buy	+2,047	New	+$42.7K	0.03%	96

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

Horizons Wealth Management's SLV Position: Q1 2026 in Review

Horizons Wealth Management reduced its iShares Silver Trust (SLV) stake by 7.6% in Q1 2026, selling an estimated $4.1K and leaving 654 shares worth $44.6K. The position accounts for 0.03% of the portfolio, ranked #105.

Horizons Wealth Management first reported a position in SLV in Q2 2022 and has held it in 16 quarters since. The position peaked at $45.6K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Horizons Wealth Management held 654 shares of iShares Silver Trust worth $44.6K as of Q1 2026.
Horizons Wealth Management sold 54 iShares Silver Trust shares in Q1 2026, an estimated $4.1K.
iShares Silver Trust made up 0.03% of Horizons Wealth Management's portfolio in Q1 2026, its #105 holding.
Horizons Wealth Management first reported a position in iShares Silver Trust in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's iShares Silver Trust position peaked at $45.6K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.