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Cooper Financial Group’s iShares Silver Trust SLV Stock Holding History

Cooper Financial Group’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 		$363K Sell
6,782
-100
-1% -$6.63K 0.03% 309
2026
Q1 		$469K Buy
6,882
+3,367
+96% +$256K 0.05% 260
2025
Q4 		$226K Buy
+3,515
New +$176K 0.02% 350
2021
Q1 		– Sell
-9,649
Closed -$237K – 307
2020
Q4 		$237K Buy
+9,649
New +$219K 0.05% 253

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
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

Cooper Financial Group's SLV Position: Q2 2026 in Review

Cooper Financial Group reduced its iShares Silver Trust (SLV) stake by 1.5% in Q2 2026, selling an estimated $6.63K and leaving 6,782 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #309.

Cooper Financial Group first reported a position in SLV in Q4 2020 and has held it in 4 quarters since. The position peaked at $469K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Cooper Financial Group held 6,782 shares of iShares Silver Trust worth $363K as of Q2 2026.
  • Cooper Financial Group sold 100 iShares Silver Trust shares in Q2 2026, an estimated $6.63K.
  • iShares Silver Trust made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #309 holding.
  • Cooper Financial Group first reported a position in iShares Silver Trust in Q4 2020 and has held it in 4 quarters since.
  • Cooper Financial Group's iShares Silver Trust position peaked at $469K in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.