Crumly & Associates’s iShares Silver Trust SLV Stock Holding History

Crumly & Associates’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	$675K	Buy	12,618 +1,110	+10%	+$73.6K	0.13%	98
2026 Q1	$784K	Buy	11,508 +131	+1%	+$9.95K	0.16%	83
2025 Q4	$733K	Buy	11,377 +2,765	+32%	+$138K	0.15%	87
2025 Q3	$365K	Hold	8,612	–	–	0.08%	136
2025 Q2	$283K	Hold	8,612	–	–	0.07%	131
2025 Q1	$267K	Sell	8,612 -1,000	-10%	-$29.1K	0.07%	138
2024 Q4	$253K	Buy	9,612 +2,165	+29%	+$61.9K	0.07%	136
2024 Q3	$212K	Sell	7,447 -400	-5%	-$10.7K	0.06%	141
2024 Q2	$208K	Sell	7,847 -2,000	-20%	-$52.6K	0.06%	132
2024 Q1	$224K	Hold	9,847	–	–	0.06%	126
2023 Q4	$214K	Buy	+9,847	New	+$210K	0.06%	122
2020 Q2	–	Sell	-13,032	Closed	-$170K	–	56
2020 Q1	$170K	Hold	13,032	–	–	0.21%	46
2019 Q4	$217K	Buy	+13,032	New	+$211K	0.22%	47

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

Crumly & Associates's SLV Position: Q2 2026 in Review

Crumly & Associates increased its iShares Silver Trust (SLV) stake by 9.6% in Q2 2026, buying an estimated $73.6K and bringing the position to 12,618 shares worth $675K. The position accounts for 0.13% of the portfolio, ranked #98.

Crumly & Associates first reported a position in SLV in Q4 2019 and has held it in 13 quarters since. The position peaked at $784K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Crumly & Associates held 12,618 shares of iShares Silver Trust worth $675K as of Q2 2026.
Crumly & Associates bought 1,110 iShares Silver Trust shares in Q2 2026, an estimated $73.6K.
iShares Silver Trust made up 0.13% of Crumly & Associates's portfolio in Q2 2026, its #98 holding.
Crumly & Associates first reported a position in iShares Silver Trust in Q4 2019 and has held it in 13 quarters since.
Crumly & Associates's iShares Silver Trust position peaked at $784K in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.