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Allied Investment Advisors’s iShares Silver Trust SLV Stock Holding History

Allied Investment Advisors’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
Q3 		$224K Hold
4,107
– – 0.02% 104
2026
Q2 		$220K Hold
4,107
– – 0.03% 102
2026
Q1 		$280K Buy
4,107
+665
+19% +$50.5K 0.04% 83
2025
Q4 		$222K Buy
+3,442
New +$172K 0.03% 94

Other funds holding SLV

RAG
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Allied Investment Advisors's SLV Position: Q3 2026 in Review

Allied Investment Advisors held its iShares Silver Trust (SLV) position steady in Q3 2026 at 4,107 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #104.

Allied Investment Advisors first reported a position in SLV in Q4 2025 and has held it in 4 quarters since. The position peaked at $280K in Q1 2026. 192 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Allied Investment Advisors held 4,107 shares of iShares Silver Trust worth $224K as of Q3 2026.
  • Allied Investment Advisors left its iShares Silver Trust share count unchanged in Q3 2026.
  • iShares Silver Trust made up 0.02% of Allied Investment Advisors's portfolio in Q3 2026, its #104 holding.
  • Allied Investment Advisors first reported a position in iShares Silver Trust in Q4 2025 and has held it in 4 quarters since.
  • Allied Investment Advisors's iShares Silver Trust position peaked at $280K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.