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D.A. Davidson & Co’s iShares Silver Trust SLV Stock Holding History

D.A. Davidson & Co’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
2025
Q4 		– Sell
-2
Closed -$3.02K – 1600
2025
Q3 		$3.02K Hold
2
– – ﹤0.01% 1523
2025
Q2 		$1.29K Buy
+2
New +$61 ﹤0.01% 1440
2024
Q4 		– Sell
-10
Closed -$3.5K – 1468
2024
Q3 		$3.5K Buy
+10
New +$269 ﹤0.01% 1372

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

D.A. Davidson & Co's SLV Position: Q2 2026 in Review

D.A. Davidson & Co increased its iShares Silver Trust (SLV) stake by 18% in Q2 2026, buying an estimated $1.7M and bringing the position to 169,551 shares worth $9.07M. The position accounts for 0.05% of the portfolio, ranked #278.

D.A. Davidson & Co first reported a position in SLV in Q2 2013 and has held it in 41 quarters since. The position peaked at $10.5M in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • D.A. Davidson & Co held 169,551 shares of iShares Silver Trust worth $9.07M as of Q2 2026.
  • D.A. Davidson & Co bought 25,699 iShares Silver Trust shares in Q2 2026, an estimated $1.7M.
  • iShares Silver Trust made up 0.05% of D.A. Davidson & Co's portfolio in Q2 2026, its #278 holding.
  • D.A. Davidson & Co first reported a position in iShares Silver Trust in Q2 2013 and has held it in 41 quarters since.
  • D.A. Davidson & Co's iShares Silver Trust position peaked at $10.5M in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.