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

Berger 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 Q3	$690K	Buy	12,654 +78	+0.6%	+$4.42K	0.03%	265
2026 Q2	$672K	Buy	12,576 +1,247	+11%	+$82.7K	0.03%	259
2026 Q1	$772K	Sell	11,329 -820	-7%	-$62.3K	0.04%	237
2025 Q4	$783K	Sell	12,149 -1,675	-12%	-$83.9K	0.05%	234
2025 Q3	$586K	Buy	13,824 +2,115	+18%	+$76K	0.04%	266
2025 Q2	$384K	Buy	11,709 +2,752	+31%	+$84.2K	0.02%	298
2025 Q1	$278K	Buy	8,957 +88	+1%	+$2.56K	0.02%	343
2024 Q4	$234K	Buy	+8,869	New	+$253K	0.02%	370

Other funds holding SLV

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Berger Financial Group's SLV Position: Q3 2026 in Review

Berger Financial Group increased its iShares Silver Trust (SLV) stake by 0.62% in Q3 2026, buying an estimated $4.42K and bringing the position to 12,654 shares worth $690K. The position accounts for 0.03% of the portfolio, ranked #265.

Berger Financial Group first reported a position in SLV in Q4 2024 and has held it in 8 quarters since. The position peaked at $783K in Q4 2025. 1,264 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Berger Financial Group held 12,654 shares of iShares Silver Trust worth $690K as of Q3 2026.
Berger Financial Group bought 78 iShares Silver Trust shares in Q3 2026, an estimated $4.42K.
iShares Silver Trust made up 0.03% of Berger Financial Group's portfolio in Q3 2026, its #265 holding.
Berger Financial Group first reported a position in iShares Silver Trust in Q4 2024 and has held it in 8 quarters since.
Berger Financial Group's iShares Silver Trust position peaked at $783K in Q4 2025.
1,264 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.