Conservest Capital Advisors’s iShares Silver Trust SLV Stock Holding History

Conservest Capital 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	$1.12M	Sell	21,036 -225	-1%	-$14.9K	0.09%	63
2026 Q1	$1.45M	Sell	21,261 -119	-0.6%	-$9.04K	0.13%	52
2025 Q4	$1.38M	Sell	21,380 -597	-3%	-$29.9K	0.12%	50
2025 Q3	$931K	Hold	21,977	–	–	0.09%	60
2025 Q2	$721K	Hold	21,977	–	–	0.07%	63
2025 Q1	$681K	Hold	21,977	–	–	0.07%	61
2024 Q4	$579K	Sell	21,977 -2	-0%	-$57	0.06%	66
2024 Q3	$500K	Hold	21,979	–	–	0.05%	66
2024 Q2	$500K	Hold	21,979	–	–	0.05%	66
2024 Q1	$500K	Hold	21,979	–	–	0.05%	66
2023 Q4	$479K	Sell	21,979 -237	-1%	-$5.04K	0.05%	68
2023 Q3	$452K	Hold	22,216	–	–	0.05%	63
2023 Q2	$464K	Hold	22,216	–	–	0.05%	63
2023 Q1	$491K	Hold	22,216	–	–	0.06%	63
2022 Q4	$489K	Buy	+22,216	New	+$435K	0.06%	57
2022 Q3	–	Sell	-22,526	Closed	-$399K	–	56
2022 Q2	$420K	Hold	22,526	–	–	0.05%	57
2022 Q1	$515K	Sell	22,526 -1,348	-6%	-$30K	0.06%	60
2021 Q4	$514K	Sell	23,874 -237	-1%	-$5.12K	0.06%	65
2021 Q3	$495K	Buy	24,111 +237	+1%	+$5.33K	0.06%	58
2021 Q2	$578K	Hold	23,874	–	–	0.07%	52
2021 Q1	$542K	Buy	23,874 +367	+2%	+$8.94K	0.06%	53
2020 Q4	$578K	Hold	23,507	–	–	0.07%	53
2020 Q3	$509K	Hold	23,507	–	–	0.07%	52
2020 Q2	$400K	Hold	23,507	–	–	0.06%	55
2020 Q1	$307K	Hold	23,507	–	–	0.05%	53
2019 Q4	$392K	Hold	23,507	–	–	0.05%	61
2019 Q3	$374K	Hold	23,507	–	–	0.05%	62
2019 Q2	$337K	Hold	23,507	–	–	0.05%	65
2019 Q1	$333K	Hold	23,507	–	–	0.05%	63
2018 Q4	$341K	Hold	23,507	–	–	0.06%	60
2018 Q3	$323K	Hold	23,507	–	–	0.05%	67
2018 Q2	$356K	Sell	23,507 -16,835	-42%	-$262K	0.06%	62
2018 Q1	$622K	Buy	40,342 +1,804	+5%	+$28.5K	0.14%	42
2017 Q4	$616K	Sell	38,538 -18,025	-32%	-$285K	0.12%	44
2017 Q3	$890K	Sell	56,563 -513	-0.9%	-$8.18K	0.14%	49
2017 Q2	$897K	Sell	57,076 -634	-1%	-$10.3K	0.19%	38
2017 Q1	$995K	Buy	+57,710	New	+$955K	0.21%	37

Other funds holding SLV

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Conservest Capital Advisors's SLV Position: Q2 2026 in Review

Conservest Capital Advisors reduced its iShares Silver Trust (SLV) stake by 1.1% in Q2 2026, selling an estimated $14.9K and leaving 21,036 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #63.

Conservest Capital Advisors first reported a position in SLV in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.45M in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Conservest Capital Advisors held 21,036 shares of iShares Silver Trust worth $1.12M as of Q2 2026.
Conservest Capital Advisors sold 225 iShares Silver Trust shares in Q2 2026, an estimated $14.9K.
iShares Silver Trust made up 0.09% of Conservest Capital Advisors's portfolio in Q2 2026, its #63 holding.
Conservest Capital Advisors first reported a position in iShares Silver Trust in Q1 2017 and has held it in 37 quarters since.
Conservest Capital Advisors's iShares Silver Trust position peaked at $1.45M in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.