Burkett Financial Services’s iShares Silver Trust SLV Stock Holding History

Burkett Financial Services’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	$44.5K	Hold	833	–	–	0.01%	109
2026 Q1	$56.8K	Hold	833	–	–	0.02%	94
2025 Q4	$53.7K	Hold	833	–	–	0.02%	93
2025 Q3	$35.3K	Hold	833	–	–	0.01%	116
2025 Q2	$27.3K	Hold	833	–	–	0.01%	115
2025 Q1	$25.8K	Hold	833	–	–	0.01%	120
2024 Q4	$21.9K	Hold	833	–	–	0.01%	119
2024 Q3	$23.7K	Hold	833	–	–	0.01%	110
2024 Q2	$22.1K	Hold	833	–	–	0.01%	112
2024 Q1	$19K	Hold	833	–	–	0.01%	122
2023 Q4	$18.1K	Buy	+833	New	+$17.7K	0.01%	117

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

Burkett Financial Services's SLV Position: Q2 2026 in Review

Burkett Financial Services held its iShares Silver Trust (SLV) position steady in Q2 2026 at 833 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #109.

Burkett Financial Services first reported a position in SLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $56.8K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Burkett Financial Services held 833 shares of iShares Silver Trust worth $44.5K as of Q2 2026.
Burkett Financial Services left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #109 holding.
Burkett Financial Services first reported a position in iShares Silver Trust in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's iShares Silver Trust position peaked at $56.8K in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.