DHK Financial Advisors’s iShares Silver Trust SLV Stock Holding History

DHK Financial Advisors’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 Q2	$435K	Buy	13,270 +590	+5%	+$18K	0.25%	68
2025 Q1	$393K	Buy	12,680 +556	+5%	+$16.2K	0.22%	70
2024 Q4	$319K	Buy	12,124 +430	+4%	+$12.3K	0.19%	75
2024 Q3	$332K	Sell	11,694 -7,337	-39%	-$197K	0.2%	67
2024 Q2	$506K	Buy	19,031 +7,705	+68%	+$203K	0.35%	50
2024 Q1	$258K	Hold	11,326	–	–	0.18%	71
2023 Q4	$247K	Hold	11,326	–	–	0.19%	67
2023 Q3	$230K	Buy	11,326 +108	+1%	+$2.33K	0.21%	59
2023 Q2	$234K	Buy	11,218 +199	+2%	+$4.42K	0.2%	60
2023 Q1	$244K	Buy	11,019 +86	+0.8%	+$1.78K	0.3%	40
2022 Q4	$241K	Buy	10,933 +826	+8%	+$16.2K	0.33%	31
2022 Q3	$177K	Buy	+10,107	New	+$179K	0.29%	32

Other funds holding SLV

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DHK Financial Advisors's SLV Position: Q2 2025 in Review

DHK Financial Advisors increased its iShares Silver Trust (SLV) stake by 4.7% in Q2 2025, buying an estimated $18K and bringing the position to 13,270 shares worth $435K. The position accounts for 0.25% of the portfolio, ranked #68.

DHK Financial Advisors first reported a position in SLV in Q3 2022 and has held it in 12 quarters since. The position peaked at $506K in Q2 2024. 1,077 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

DHK Financial Advisors held 13,270 shares of iShares Silver Trust worth $435K as of Q2 2025.
DHK Financial Advisors bought 590 iShares Silver Trust shares in Q2 2025, an estimated $18K.
iShares Silver Trust made up 0.25% of DHK Financial Advisors's portfolio in Q2 2025, its #68 holding.
DHK Financial Advisors first reported a position in iShares Silver Trust in Q3 2022 and has held it in 12 quarters since.
DHK Financial Advisors's iShares Silver Trust position peaked at $506K in Q2 2024.
1,077 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.