Aspect Partners’s iShares Silver Trust SLV Stock Holding History

Aspect Partners’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	$8.82K	Buy	165 +10	+6%	+$663	﹤0.01%	305
2026 Q1	$10.6K	Buy	155 +15	+11%	+$1.14K	﹤0.01%	252
2025 Q4	$9.02K	Hold	140	–	–	﹤0.01%	290
2025 Q3	$5.93K	Buy	+140	New	+$5.03K	﹤0.01%	391
2024 Q3	–	Sell	-7,394	Closed	-$196K	–	582
2024 Q2	$196K	Sell	7,394 -806	-10%	-$21.2K	0.12%	73
2024 Q1	$187K	Sell	8,200 -581	-7%	-$12.4K	0.15%	70
2023 Q4	$191K	Buy	+8,781	New	+$187K	0.12%	68

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

Aspect Partners's SLV Position: Q2 2026 in Review

Aspect Partners increased its iShares Silver Trust (SLV) stake by 6.5% in Q2 2026, buying an estimated $663 and bringing the position to 165 shares worth $8.82K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Aspect Partners first reported a position in SLV in Q4 2023 and has held it in 7 quarters since. The position peaked at $196K in Q2 2024. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Aspect Partners held 165 shares of iShares Silver Trust worth $8.82K as of Q2 2026.
Aspect Partners bought 10 iShares Silver Trust shares in Q2 2026, an estimated $663.
iShares Silver Trust made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #305 holding.
Aspect Partners first reported a position in iShares Silver Trust in Q4 2023 and has held it in 7 quarters since.
Aspect Partners's iShares Silver Trust position peaked at $196K in Q2 2024.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.