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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
Q3 		$370K Hold
6,782
– – 0.03% 304
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

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Cooper Financial Group's SLV Position: Q3 2026 in Review

Cooper Financial Group held its iShares Silver Trust (SLV) position steady in Q3 2026 at 6,782 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #304.

Cooper Financial Group first reported a position in SLV in Q4 2020 and has held it in 5 quarters since. The position peaked at $469K in Q1 2026. 72 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Cooper Financial Group held 6,782 shares of iShares Silver Trust worth $370K as of Q3 2026.
  • Cooper Financial Group left its iShares Silver Trust share count unchanged in Q3 2026.
  • iShares Silver Trust made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #304 holding.
  • Cooper Financial Group first reported a position in iShares Silver Trust in Q4 2020 and has held it in 5 quarters since.
  • Cooper Financial Group's iShares Silver Trust position peaked at $469K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.