Concurrent Investment Advisors’s iShares Silver Trust SLV Stock Holding History

Concurrent Investment Advisors’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	$5.5M	Buy	102,777 +25,431	+33%	+$1.69M	0.05%	409
2026 Q1	$5.27M	Buy	77,346 +3,690	+5%	+$280K	0.06%	348
2025 Q4	$4.74M	Buy	73,656 +11,794	+19%	+$590K	0.05%	346
2025 Q3	$2.62M	Sell	61,862 -7,522	-11%	-$270K	0.05%	392
2025 Q2	$2.28M	Buy	69,384 +23,881	+52%	+$730K	0.04%	397
2025 Q1	$1.41M	Buy	45,503 +12,677	+39%	+$368K	0.03%	447
2024 Q4	$864K	Buy	32,826 +6,290	+24%	+$180K	0.02%	529
2024 Q3	$754K	Buy	26,536 +282	+1%	+$7.58K	0.02%	530
2024 Q2	$698K	Sell	26,254 -1,373	-5%	-$36.1K	0.02%	515
2024 Q1	$629K	Sell	27,627 -3,710	-12%	-$79.2K	0.03%	483
2023 Q4	$683K	Buy	+31,337	New	+$667K	0.03%	415

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

Concurrent Investment Advisors's SLV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Silver Trust (SLV) stake by 33% in Q2 2026, buying an estimated $1.69M and bringing the position to 102,777 shares worth $5.5M. The position accounts for 0.05% of the portfolio, ranked #409.

Concurrent Investment Advisors first reported a position in SLV in Q4 2023 and has held it in 11 quarters since. 573 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Concurrent Investment Advisors held 102,777 shares of iShares Silver Trust worth $5.5M as of Q2 2026.
Concurrent Investment Advisors bought 25,431 iShares Silver Trust shares in Q2 2026, an estimated $1.69M.
iShares Silver Trust made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #409 holding.
Concurrent Investment Advisors first reported a position in iShares Silver Trust in Q4 2023 and has held it in 11 quarters since.
573 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.