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 Q3	$8.99K	Hold	165	–	–	﹤0.01%	292
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

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Aspect Partners's SLV Position: Q3 2026 in Review

Aspect Partners held its iShares Silver Trust (SLV) position steady in Q3 2026 at 165 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Aspect Partners first reported a position in SLV in Q4 2023 and has held it in 8 quarters since. The position peaked at $196K in Q2 2024. 440 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Aspect Partners held 165 shares of iShares Silver Trust worth $8.99K as of Q3 2026.
Aspect Partners left its iShares Silver Trust share count unchanged in Q3 2026.
iShares Silver Trust made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #292 holding.
Aspect Partners first reported a position in iShares Silver Trust in Q4 2023 and has held it in 8 quarters since.
Aspect Partners's iShares Silver Trust position peaked at $196K in Q2 2024.
440 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.