Valley Forge Investment Consultants’s iShares Silver Trust SLV Stock Holding History

Valley Forge Investment Consultants’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	$262K	Hold	3,840	–	–	0.08%	68
2025 Q4	$247K	Buy	+3,840	New	+$192K	0.07%	71
2023 Q2	–	Sell	-10,717	Closed	-$237K	–	72
2023 Q1	$237K	Sell	10,717 -952	-8%	-$19.7K	0.12%	52
2022 Q4	$257K	Hold	11,669	–	–	0.14%	56
2022 Q3	$204K	Hold	11,669	–	–	0.11%	67
2022 Q2	$218K	Sell	11,669 -100	-0.8%	-$2.08K	0.11%	66
2022 Q1	$269K	Hold	11,769	–	–	0.11%	62
2021 Q4	$253K	Hold	11,769	–	–	0.11%	64
2021 Q3	$241K	Buy	11,769 +1,049	+10%	+$23.6K	0.13%	63
2021 Q2	$260K	Buy	+10,720	New	+$265K	0.14%	63

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

Valley Forge Investment Consultants's SLV Position: Q1 2026 in Review

Valley Forge Investment Consultants held its iShares Silver Trust (SLV) position steady in Q1 2026 at 3,840 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #68.

Valley Forge Investment Consultants first reported a position in SLV in Q2 2021 and has held it in 10 quarters since. The position peaked at $269K in Q1 2022. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Valley Forge Investment Consultants held 3,840 shares of iShares Silver Trust worth $262K as of Q1 2026.
Valley Forge Investment Consultants left its iShares Silver Trust share count unchanged in Q1 2026.
iShares Silver Trust made up 0.08% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #68 holding.
Valley Forge Investment Consultants first reported a position in iShares Silver Trust in Q2 2021 and has held it in 10 quarters since.
Valley Forge Investment Consultants's iShares Silver Trust position peaked at $269K in Q1 2022.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.