DecisionPoint Financial’s iShares Silver Trust SLV Stock Holding History

DecisionPoint Financial’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	$16.9K	Hold	307	–	–	﹤0.01%	207
2026 Q2	$16.4K	Hold	307	–	–	﹤0.01%	172
2026 Q1	$20.9K	Sell	307 -523	-63%	-$39.7K	﹤0.01%	139
2025 Q4	$53.5K	Buy	830 +763	+1,139%	+$38.2K	0.01%	86
2025 Q3	$2.88K	Hold	67	–	–	﹤0.01%	212
2025 Q2	$2.19K	Buy	+67	New	+$2.05K	﹤0.01%	224

Other funds holding SLV

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

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

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

DecisionPoint Financial's SLV Position: Q3 2026 in Review

DecisionPoint Financial held its iShares Silver Trust (SLV) position steady in Q3 2026 at 307 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

DecisionPoint Financial first reported a position in SLV in Q2 2025 and has held it in 6 quarters since. The position peaked at $53.5K in Q4 2025. 518 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

DecisionPoint Financial held 307 shares of iShares Silver Trust worth $16.9K as of Q3 2026.
DecisionPoint Financial left its iShares Silver Trust share count unchanged in Q3 2026.
iShares Silver Trust made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #207 holding.
DecisionPoint Financial first reported a position in iShares Silver Trust in Q2 2025 and has held it in 6 quarters since.
DecisionPoint Financial's iShares Silver Trust position peaked at $53.5K in Q4 2025.
518 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.