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

Commonwealth 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	$209K	Buy	3,914 +88	+2%	+$5.83K	0.03%	287
2026 Q1	$261K	Sell	3,826 -4,496	-54%	-$342K	0.04%	198
2025 Q4	$536K	Sell	8,322 -99	-1%	-$4.96K	0.09%	116
2025 Q3	$357K	Buy	+8,421	New	+$302K	0.06%	150
2024 Q3	–	Sell	-10,424	Closed	-$293K	–	204
2024 Q2	$293K	Sell	10,424 -746	-7%	-$19.6K	0.06%	145
2024 Q1	$243K	Hold	11,170	–	–	0.06%	160
2023 Q4	$243K	Sell	11,170 -2,091	-16%	-$44.5K	0.06%	160
2023 Q3	$270K	Buy	+13,261	New	+$287K	0.08%	145
2017 Q1	$29K	Hold	1,681	–	–	0.03%	127
2016 Q4	$27K	Hold	1,681	–	–	0.03%	117
2016 Q3	$31K	Hold	1,681	–	–	0.03%	103
2016 Q2	$30K	Hold	1,681	–	–	0.04%	111
2016 Q1	$25K	Buy	+1,681	New	+$23.9K	0.04%	108

Other funds holding SLV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Corecam AG Zurich $117M AUM

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

Commonwealth Financial Services increased its iShares Silver Trust (SLV) stake by 2.3% in Q2 2026, buying an estimated $5.83K and bringing the position to 3,914 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #287.

Commonwealth Financial Services first reported a position in SLV in Q1 2016 and has held it in 13 quarters since. The position peaked at $536K in Q4 2025. 244 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Commonwealth Financial Services held 3,914 shares of iShares Silver Trust worth $209K as of Q2 2026.
Commonwealth Financial Services bought 88 iShares Silver Trust shares in Q2 2026, an estimated $5.83K.
iShares Silver Trust made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #287 holding.
Commonwealth Financial Services first reported a position in iShares Silver Trust in Q1 2016 and has held it in 13 quarters since.
Commonwealth Financial Services's iShares Silver Trust position peaked at $536K in Q4 2025.
244 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.