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 Q3	$56.3K	Buy	1,033 +200	+24%	+$11.3K	0.02%	135
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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Burkett Financial Services's SLV Position: Q3 2026 in Review

Burkett Financial Services increased its iShares Silver Trust (SLV) stake by 24% in Q3 2026, buying an estimated $11.3K and bringing the position to 1,033 shares worth $56.3K. The position accounts for 0.02% of the portfolio, ranked #135.

Burkett Financial Services first reported a position in SLV in Q4 2023 and has held it in 12 quarters since. The position peaked at $56.8K in Q1 2026. 72 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Burkett Financial Services held 1,033 shares of iShares Silver Trust worth $56.3K as of Q3 2026.
Burkett Financial Services bought 200 iShares Silver Trust shares in Q3 2026, an estimated $11.3K.
iShares Silver Trust made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #135 holding.
Burkett Financial Services first reported a position in iShares Silver Trust in Q4 2023 and has held it in 12 quarters since.
Burkett Financial Services's iShares Silver Trust position peaked at $56.8K in Q1 2026.
72 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.