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 Q2	$268K	Buy	+5,014	New	+$332K	0.01%	448
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 $1.89T 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

Kovitz Investment Group Partners's SLV Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in iShares Silver Trust (SLV) in Q2 2026: 5,014 shares worth $268K. The stake represents 0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in SLV as recently as Q4 2025.

Kovitz Investment Group Partners first reported a position in SLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $28.1M in Q3 2025. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Kovitz Investment Group Partners held 5,014 shares of iShares Silver Trust worth $268K as of Q2 2026.
iShares Silver Trust was a new Kovitz Investment Group Partners position in Q2 2026.
iShares Silver Trust made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #448 holding.
Kovitz Investment Group Partners first reported a position in iShares Silver Trust in Q3 2024 and has held it in 7 quarters since.
Kovitz Investment Group Partners's iShares Silver Trust position peaked at $28.1M in Q3 2025.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.