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 Q3	–	Sell	-3,914	Closed	-$209K	–	345
2026 Q2	$209K	Buy	3,914 +88	+2%	+$5.84K	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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Commonwealth Financial Services sold out of iShares Silver Trust (SLV) in Q3 2026, closing a stake of 3,914 shares — an estimated $209K sold.

Commonwealth Financial Services first reported a position in SLV in Q1 2016 and held it in 13 quarters. The position peaked at $536K in Q4 2025. 354 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Commonwealth Financial Services reported no remaining iShares Silver Trust position as of Q3 2026 after selling out during the quarter.
Commonwealth Financial Services sold 3,914 iShares Silver Trust shares in Q3 2026, an estimated $209K.
Commonwealth Financial Services first reported a position in iShares Silver Trust in Q1 2016 and held it in 13 quarters.
Commonwealth Financial Services's iShares Silver Trust position peaked at $536K in Q4 2025.
354 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.