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Mather Group’s iShares Silver Trust SLV Stock Holding History

Mather Group’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 		$208K Sell
3,881
-66
-2% -$4.38K ﹤0.01% 763
2026
Q1 		$269K Buy
3,947
+604
+18% +$45.9K ﹤0.01% 651
2025
Q4 		$215K Buy
3,343
+14
+0.4% +$701 ﹤0.01% 610
2025
Q3 		$141K Buy
+3,329
New +$120K ﹤0.01% 698
2025
Q2 		– Sell
-2,829
Closed -$87.7K – 1546
2025
Q1 		$87.7K Hold
2,829
– – ﹤0.01% 776
2024
Q4 		$74.5K Buy
+2,829
New +$80.8K ﹤0.01% 793
2024
Q3 		– Sell
-25,887
Closed -$589K – 2131
2024
Q2 		$589K Sell
25,887
-10,170
-28% -$267K 0.01% 380
2024
Q1 		$785K Hold
36,057
– – 0.01% 260
2023
Q4 		$785K Sell
36,057
-1,500
-4% -$31.9K 0.01% 268
2023
Q3 		$764K Sell
37,557
-5,771
-13% -$125K 0.01% 253
2023
Q2 		$905K Buy
43,328
+5,771
+15% +$128K 0.01% 245
2023
Q1 		$831K Hold
37,557
– – 0.01% 241
2022
Q4 		$827K Buy
37,557
+10,271
+38% +$201K 0.02% 239
2022
Q3 		$478K Buy
+27,286
New +$484K 0.01% 288

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mather Group's SLV Position: Q2 2026 in Review

Mather Group reduced its iShares Silver Trust (SLV) stake by 1.7% in Q2 2026, selling an estimated $4.38K and leaving 3,881 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Mather Group first reported a position in SLV in Q3 2022 and has held it in 14 quarters since. The position peaked at $905K in Q2 2023. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Mather Group held 3,881 shares of iShares Silver Trust worth $208K as of Q2 2026.
  • Mather Group sold 66 iShares Silver Trust shares in Q2 2026, an estimated $4.38K.
  • iShares Silver Trust made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #763 holding.
  • Mather Group first reported a position in iShares Silver Trust in Q3 2022 and has held it in 14 quarters since.
  • Mather Group's iShares Silver Trust position peaked at $905K in Q2 2023.
  • 1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.