CFCI
SLV icon

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

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
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
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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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. 354 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.
  • 354 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.