DT
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Diversified Trust’s iShares Silver Trust SLV Stock Holding History

Diversified Trust’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 		$235K Hold
4,400
– – ﹤0.01% 1000
2026
Q1 		$300K Sell
4,400
-1,634
-27% -$124K 0.01% 847
2025
Q4 		$389K Buy
+6,034
New +$302K 0.01% 739

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Diversified Trust's SLV Position: Q2 2026 in Review

Diversified Trust held its iShares Silver Trust (SLV) position steady in Q2 2026 at 4,400 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Diversified Trust first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $389K in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Diversified Trust held 4,400 shares of iShares Silver Trust worth $235K as of Q2 2026.
  • Diversified Trust left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #1000 holding.
  • Diversified Trust first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • Diversified Trust's iShares Silver Trust position peaked at $389K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.