Comprehensive Financial Consultants Institutional’s iShares Silver Trust SLV Stock Holding History

Comprehensive Financial Consultants Institutional’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	$882K	Buy	16,500 +5,951	+56%	+$395K	0.23%	109
2026 Q1	$719K	Buy	10,549 +792	+8%	+$60.2K	0.21%	116
2025 Q4	$629K	Sell	9,757 -408	-4%	-$20.4K	0.19%	121
2025 Q3	$431K	Hold	10,165	–	–	0.13%	132
2025 Q2	$334K	Hold	10,165	–	–	0.11%	146
2025 Q1	$315K	Sell	10,165 -1,200	-11%	-$34.9K	0.11%	143
2024 Q4	$299K	Sell	11,365 -1,353	-11%	-$38.7K	0.11%	144
2024 Q3	$361K	Hold	12,718	–	–	0.13%	136
2024 Q2	$338K	Buy	12,718 +2,618	+26%	+$68.9K	0.13%	136
2024 Q1	$230K	Buy	+10,100	New	+$216K	0.1%	146
2022 Q1	–	Sell	-2,647	Closed	-$59K	–	438
2021 Q4	$59K	Buy	+2,647	New	+$57.2K	0.04%	223

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's SLV Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its iShares Silver Trust (SLV) stake by 56% in Q2 2026, buying an estimated $395K and bringing the position to 16,500 shares worth $882K. The position accounts for 0.23% of the portfolio, ranked #109.

Comprehensive Financial Consultants Institutional first reported a position in SLV in Q4 2021 and has held it in 11 quarters since. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Comprehensive Financial Consultants Institutional held 16,500 shares of iShares Silver Trust worth $882K as of Q2 2026.
Comprehensive Financial Consultants Institutional bought 5,951 iShares Silver Trust shares in Q2 2026, an estimated $395K.
iShares Silver Trust made up 0.23% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #109 holding.
Comprehensive Financial Consultants Institutional first reported a position in iShares Silver Trust in Q4 2021 and has held it in 11 quarters since.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.