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

Modera 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 Q2	$396K	Sell	7,397 -225	-3%	-$14.9K	﹤0.01%	494
2026 Q1	$519K	Buy	7,622 +207	+3%	+$15.7K	0.01%	430
2025 Q4	$478K	Hold	7,415	–	–	0.01%	463
2025 Q3	$314K	Sell	7,415 -3,481	-32%	-$125K	﹤0.01%	534
2025 Q2	$357K	Buy	10,896 +3,481	+47%	+$106K	﹤0.01%	501
2025 Q1	$230K	Buy	+7,415	New	+$215K	﹤0.01%	570
2024 Q4	–	Sell	-8,905	Closed	-$253K	–	645
2024 Q3	$253K	Buy	8,905 +223	+3%	+$5.99K	﹤0.01%	529
2024 Q2	$231K	Sell	8,682 -3,030	-26%	-$79.7K	﹤0.01%	521
2024 Q1	$266K	Buy	+11,712	New	+$250K	﹤0.01%	501

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

Modera Wealth Management's SLV Position: Q2 2026 in Review

Modera Wealth Management reduced its iShares Silver Trust (SLV) stake by 3% in Q2 2026, selling an estimated $14.9K and leaving 7,397 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Modera Wealth Management first reported a position in SLV in Q1 2024 and has held it in 9 quarters since. The position peaked at $519K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Modera Wealth Management held 7,397 shares of iShares Silver Trust worth $396K as of Q2 2026.
Modera Wealth Management sold 225 iShares Silver Trust shares in Q2 2026, an estimated $14.9K.
iShares Silver Trust made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #494 holding.
Modera Wealth Management first reported a position in iShares Silver Trust in Q1 2024 and has held it in 9 quarters since.
Modera Wealth Management's iShares Silver Trust position peaked at $519K in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.