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 Q3	$652K	Sell	11,970 -648	-5%	-$36.7K	0.12%	107
2026 Q2	$675K	Buy	12,618 +1,110	+10%	+$73.6K	0.13%	98
2026 Q1	$784K	Buy	11,508 +131	+1%	+$10K	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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Crumly & Associates's SLV Position: Q3 2026 in Review

Crumly & Associates reduced its iShares Silver Trust (SLV) stake by 5.1% in Q3 2026, selling an estimated $36.7K and leaving 11,970 shares worth $652K. The position accounts for 0.12% of the portfolio, ranked #107.

Crumly & Associates first reported a position in SLV in Q4 2019 and has held it in 14 quarters since. The position peaked at $784K in Q1 2026. 613 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Crumly & Associates held 11,970 shares of iShares Silver Trust worth $652K as of Q3 2026.
Crumly & Associates sold 648 iShares Silver Trust shares in Q3 2026, an estimated $36.7K.
iShares Silver Trust made up 0.12% of Crumly & Associates's portfolio in Q3 2026, its #107 holding.
Crumly & Associates first reported a position in iShares Silver Trust in Q4 2019 and has held it in 14 quarters since.
Crumly & Associates's iShares Silver Trust position peaked at $784K in Q1 2026.
613 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.