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Dynamic Advisor Solutions’s iShares Silver Trust SLV Stock Holding History

Dynamic Advisor Solutions’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 		$3.49M Sell
65,211
-5,097
-7% -$338K 0.1% 221
2026
Q1 		$4.79M Buy
70,308
+73
+0.1% +$5.55K 0.15% 157
2025
Q4 		$4.52M Buy
70,235
+840
+1% +$42.1K 0.15% 158
2025
Q3 		$2.94M Buy
69,395
+1,637
+2% +$58.8K 0.09% 237
2025
Q2 		$2.22M Buy
67,758
+4,739
+8% +$145K 0.07% 285
2025
Q1 		$1.95M Buy
63,019
+576
+0.9% +$16.7K 0.06% 288
2024
Q4 		$1.64M Sell
62,443
-478
-0.8% -$13.7K 0.07% 238
2024
Q3 		$1.79M Sell
62,921
-93,008
-60% -$2.5M 0.05% 320
2024
Q2 		$4.14M Buy
155,929
+2,395
+2% +$63K 0.13% 188
2024
Q1 		$3.49M Buy
153,534
+7,409
+5% +$158K 0.12% 212
2023
Q4 		$3.1M Sell
146,125
-431
-0.3% -$9.17K 0.12% 219
2023
Q3 		$2.98M Buy
146,556
+1,050
+0.7% +$22.7K 0.14% 177
2023
Q2 		$3.04M Buy
145,506
+84,257
+138% +$1.87M 0.16% 169
2023
Q1 		$1.35M Buy
61,249
+1,251
+2% +$25.9K 0.08% 270
2022
Q4 		$1.32M Sell
59,998
-10,374
-15% -$203K 0.09% 239
2022
Q3 		$1.23M Buy
70,372
+8,431
+14% +$149K 0.09% 218
2022
Q2 		$1.16M Buy
61,941
+359
+0.6% +$7.49K 0.09% 229
2022
Q1 		$1.41M Buy
61,582
+10,680
+21% +$237K 0.1% 213
2021
Q4 		$1.09M Sell
50,902
-12,533
-20% -$271K 0.08% 258
2021
Q3 		$1.3M Sell
63,435
-5,406
-8% -$122K 0.1% 231
2021
Q2 		$1.67M Buy
68,841
+6,597
+11% +$163K 0.13% 190
2021
Q1 		$1.41M Buy
62,244
+10,135
+19% +$247K 0.13% 190
2020
Q4 		$1.28M Buy
52,109
+8,715
+20% +$198K 0.12% 193
2020
Q3 		$939K Buy
43,394
+29,364
+209% +$667K 0.11% 220
2020
Q2 		$239K Buy
+14,030
New +$214K 0.03% 427

Other funds holding SLV

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CA
Corecam AG Zurich $117M AUM

Dynamic Advisor Solutions's SLV Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Silver Trust (SLV) stake by 7.2% in Q2 2026, selling an estimated $338K and leaving 65,211 shares worth $3.49M. The position accounts for 0.1% of the portfolio, ranked #221.

Dynamic Advisor Solutions first reported a position in SLV in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.79M in Q1 2026. 280 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Dynamic Advisor Solutions held 65,211 shares of iShares Silver Trust worth $3.49M as of Q2 2026.
  • Dynamic Advisor Solutions sold 5,097 iShares Silver Trust shares in Q2 2026, an estimated $338K.
  • iShares Silver Trust made up 0.1% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #221 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Silver Trust in Q2 2020 and has held it in 25 quarters since.
  • Dynamic Advisor Solutions's iShares Silver Trust position peaked at $4.79M in Q1 2026.
  • 280 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.