Albion Financial Group’s iShares Silver Trust SLV Stock Holding History

Albion Financial 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	$166K	Hold	3,100	–	–	0.01%	201
2026 Q1	$211K	Buy	3,100 +100	+3%	+$7.6K	0.01%	168
2025 Q4	$193K	Hold	3,000	–	–	0.01%	172
2025 Q3	$127K	Hold	3,000	–	–	0.01%	188
2025 Q2	$98.4K	Hold	3,000	–	–	0.01%	193
2025 Q1	$93K	Hold	3,000	–	–	0.01%	206
2024 Q4	$79K	Hold	3,000	–	–	0.01%	220
2024 Q3	$85.2K	Hold	3,000	–	–	0.01%	217
2024 Q2	$79.7K	Hold	3,000	–	–	0.01%	216
2024 Q1	$68.3K	Hold	3,000	–	–	0.01%	213
2023 Q4	$65.3K	Hold	3,000	–	–	0.01%	216
2023 Q3	$61K	Hold	3,000	–	–	0.01%	208
2023 Q2	$62.7K	Hold	3,000	–	–	0.01%	218
2023 Q1	$66.4K	Sell	3,000 -6,000	-67%	-$124K	0.01%	200
2022 Q4	$198K	Buy	9,000 +6,000	+200%	+$118K	0.02%	161
2022 Q3	$52K	Hold	3,000	–	–	0.01%	214
2022 Q2	$56K	Hold	3,000	–	–	0.01%	216
2022 Q1	$69K	Hold	3,000	–	–	0.01%	246
2021 Q4	$65K	Hold	3,000	–	–	0.01%	270
2021 Q3	$62K	Hold	3,000	–	–	0.01%	233
2021 Q2	$73K	Buy	+3,000	New	+$74.3K	0.01%	227
2020 Q4	$37K	Buy	+1,500	New	+$34.1K	﹤0.01%	264

Other funds holding SLV

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Albion Financial Group's SLV Position: Q2 2026 in Review

Albion Financial Group held its iShares Silver Trust (SLV) position steady in Q2 2026 at 3,100 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #201.

Albion Financial Group first reported a position in SLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $211K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Albion Financial Group held 3,100 shares of iShares Silver Trust worth $166K as of Q2 2026.
Albion Financial Group left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.01% of Albion Financial Group's portfolio in Q2 2026, its #201 holding.
Albion Financial Group first reported a position in iShares Silver Trust in Q4 2020 and has held it in 22 quarters since.
Albion Financial Group's iShares Silver Trust position peaked at $211K in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.