LVZ Inc’s iShares Silver Trust SLV Stock Holding History

LVZ Inc’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 Q3	$435K	Hold	7,973	–	–	0.04%	115
2026 Q2	$426K	Hold	7,973	–	–	0.04%	120
2026 Q1	$543K	Buy	7,973 +402	+5%	+$30.5K	0.06%	89
2025 Q4	$488K	Sell	7,571 -550	-7%	-$27.5K	0.05%	102
2025 Q3	$344K	Hold	8,121	–	–	0.04%	119
2025 Q2	$266K	Buy	+8,121	New	+$248K	0.03%	125
2024 Q4	–	Sell	-8,141	Closed	-$231K	–	160
2024 Q3	$231K	Hold	8,141	–	–	0.03%	130
2024 Q2	$216K	Buy	+8,141	New	+$214K	0.03%	129
2023 Q4	–	Sell	-12,036	Closed	-$245K	–	144
2023 Q3	$245K	Hold	12,036	–	–	0.04%	100
2023 Q2	$251K	Sell	12,036 -7,551	-39%	-$168K	0.04%	122
2023 Q1	$433K	Buy	19,587 +375	+2%	+$7.77K	0.06%	79
2022 Q4	$423K	Buy	19,212 +5,945	+45%	+$116K	0.07%	79
2022 Q3	$232K	Buy	+13,267	New	+$235K	0.04%	96

Other funds holding SLV

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LVZ Inc's SLV Position: Q3 2026 in Review

LVZ Inc held its iShares Silver Trust (SLV) position steady in Q3 2026 at 7,973 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #115.

LVZ Inc first reported a position in SLV in Q3 2022 and has held it in 13 quarters since. The position peaked at $543K in Q1 2026. 988 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

LVZ Inc held 7,973 shares of iShares Silver Trust worth $435K as of Q3 2026.
LVZ Inc left its iShares Silver Trust share count unchanged in Q3 2026.
iShares Silver Trust made up 0.04% of LVZ Inc's portfolio in Q3 2026, its #115 holding.
LVZ Inc first reported a position in iShares Silver Trust in Q3 2022 and has held it in 13 quarters since.
LVZ Inc's iShares Silver Trust position peaked at $543K in Q1 2026.
988 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.