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Blue Fin Capital’s iShares Silver Trust SLV Stock Holding History

Blue Fin Capital’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 		$227K Hold
4,254
– – 0.03% 161
2026
Q1 		$290K Buy
4,254
+54
+1% +$4.1K 0.05% 137
2025
Q4 		$271K Buy
+4,200
New +$210K 0.04% 138
2018
Q4 		– Sell
-19,500
Closed -$268K – 130
2018
Q3 		$268K Buy
19,500
+1,470
+8% +$20.7K 0.13% 113
2018
Q2 		$273K Sell
18,030
-115
-0.6% -$1.79K 0.15% 111
2018
Q1 		$279K Buy
18,145
+320
+2% +$5.05K 0.16% 107
2017
Q4 		$285K Sell
17,825
-1,480
-8% -$23.4K 0.17% 112
2017
Q3 		$303K Sell
19,305
-1,675
-8% -$26.7K 0.19% 109
2017
Q2 		$329K Sell
20,980
-2,260
-10% -$36.8K 0.21% 104
2017
Q1 		$401K Sell
23,240
-615
-3% -$10.2K 0.25% 92
2016
Q4 		$360K Buy
23,855
+100
+0.4% +$1.63K 0.24% 101
2016
Q3 		$432K Buy
23,755
+500
+2% +$9.31K 0.35% 77
2016
Q2 		$415K Buy
23,255
+550
+2% +$8.8K 0.34% 81
2016
Q1 		$333K Buy
22,705
+55
+0.2% +$781 0.28% 89
2015
Q4 		$299K Sell
22,650
-1,825
-7% -$25.7K 0.23% 100
2015
Q3 		$339K Hold
24,475
– – 0.26% 95
2015
Q2 		$368K Sell
24,475
-70
-0.3% -$1.1K 0.26% 99
2015
Q1 		$391K Buy
24,545
+1,900
+8% +$30.4K 0.28% 96
2014
Q4 		$341K Sell
22,645
-4,700
-17% -$74.4K 0.26% 96
2014
Q3 		$447K Sell
27,345
-1,328
-5% -$25.1K 0.35% 82
2014
Q2 		$581K Hold
28,673
– – 0.47% 66
2014
Q1 		$546K Sell
28,673
-182
-0.6% -$3.58K 0.48% 66
2013
Q4 		$540K Buy
+28,855
New +$579K 0.48% 67

Other funds holding SLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NPAN
Northeast Planning Associates NH Bedford, New Hampshire $133M AUM 26.84% 1-Year Est. Return

Blue Fin Capital's SLV Position: Q2 2026 in Review

Blue Fin Capital held its iShares Silver Trust (SLV) position steady in Q2 2026 at 4,254 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #161.

Blue Fin Capital first reported a position in SLV in Q4 2013 and has held it in 23 quarters since. The position peaked at $581K in Q2 2014. 764 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Blue Fin Capital held 4,254 shares of iShares Silver Trust worth $227K as of Q2 2026.
  • Blue Fin Capital left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up 0.03% of Blue Fin Capital's portfolio in Q2 2026, its #161 holding.
  • Blue Fin Capital first reported a position in iShares Silver Trust in Q4 2013 and has held it in 23 quarters since.
  • Blue Fin Capital's iShares Silver Trust position peaked at $581K in Q2 2014.
  • 764 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.