Kovitz Investment Group Partners’s iShares Silver Trust SLV Stock Holding History

Kovitz Investment Group Partners’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	–	Sell	-4,276	Closed	-$275K	–	519
2025 Q4	$275K	Sell	4,276 -659,954	-99%	-$33M	0.01%	444
2025 Q3	$28.1M	Buy	664,230 +9,580	+1%	+$344K	0.11%	171
2025 Q2	$21.5M	Buy	654,650 +639,072	+4,102%	+$19.5M	0.09%	193
2025 Q1	$483K	Buy	15,578 +1,608	+12%	+$46.7K	﹤0.01%	914
2024 Q4	$368K	Buy	13,970 +440	+3%	+$12.6K	﹤0.01%	985
2024 Q3	$384K	Buy	+13,530	New	+$364K	﹤0.01%	809

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

Kovitz Investment Group Partners's SLV Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 4,276 shares — an estimated $275K sold.

Kovitz Investment Group Partners first reported a position in SLV in Q3 2024 and held it in 6 quarters. The position peaked at $28.1M in Q3 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Kovitz Investment Group Partners reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
Kovitz Investment Group Partners sold 4,276 iShares Silver Trust shares in Q1 2026, an estimated $275K.
Kovitz Investment Group Partners first reported a position in iShares Silver Trust in Q3 2024 and held it in 6 quarters.
Kovitz Investment Group Partners's iShares Silver Trust position peaked at $28.1M in Q3 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.