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 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 $1.66T 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

Modera Wealth Management's SLV Position: Q1 2026 in Review

Modera Wealth Management increased its iShares Silver Trust (SLV) stake by 2.8% in Q1 2026, buying an estimated $15.7K and bringing the position to 7,622 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #430.

Modera Wealth Management first reported a position in SLV in Q1 2024 and has held it in 8 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Modera Wealth Management held 7,622 shares of iShares Silver Trust worth $519K as of Q1 2026.
Modera Wealth Management bought 207 iShares Silver Trust shares in Q1 2026, an estimated $15.7K.
iShares Silver Trust made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #430 holding.
Modera Wealth Management first reported a position in iShares Silver Trust in Q1 2024 and has held it in 8 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.