Certified Advisory Corp’s iShares Silver Trust SLV Stock Holding History

Certified Advisory Corp’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	–	Sell	-3,882	Closed	-$265K	–	337
2026 Q1	$265K	Buy	3,882 +53	+1%	+$4.03K	0.02%	279
2025 Q4	$247K	Buy	+3,829	New	+$192K	0.02%	292
2021 Q2	–	Sell	-894	Closed	-$20K	–	643
2021 Q1	$20K	Buy	+894	New	+$21.8K	0.01%	492
2020 Q2	$22K	Hold	1,300	–	–	0.01%	427
2020 Q1	$17K	Hold	1,300	–	–	0.01%	448
2019 Q4	$22K	Hold	1,300	–	–	0.01%	469
2019 Q3	$21K	Sell	1,300 -525	-29%	-$8.35K	0.01%	481
2019 Q2	$26K	Hold	1,825	–	–	0.01%	435
2019 Q1	$26K	Hold	1,825	–	–	0.01%	406
2018 Q4	$26K	Hold	1,825	–	–	0.01%	376
2018 Q3	$25K	Hold	1,825	–	–	0.01%	408
2018 Q2	$28K	Buy	1,825 +200	+12%	+$3.12K	0.02%	367
2018 Q1	$25K	Hold	1,625	–	–	0.01%	364
2017 Q4	$25K	Buy	+1,625	New	+$25.6K	0.02%	333

Other funds holding SLV

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Certified Advisory Corp's SLV Position: Q2 2026 in Review

Certified Advisory Corp sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 3,882 shares — an estimated $265K sold.

Certified Advisory Corp first reported a position in SLV in Q4 2017 and held it in 14 quarters. The position peaked at $265K in Q1 2026. 573 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Certified Advisory Corp reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Certified Advisory Corp sold 3,882 iShares Silver Trust shares in Q2 2026, an estimated $265K.
Certified Advisory Corp first reported a position in iShares Silver Trust in Q4 2017 and held it in 14 quarters.
Certified Advisory Corp's iShares Silver Trust position peaked at $265K in Q1 2026.
573 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.