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
2022 Q3	–	Sell	-10,000	Closed	-$39K	–	737
2022 Q2	$39K	Buy	+10,000	New	+$209K	﹤0.01%	690
2021 Q3	–	Sell	-6,000	Closed	-$4K	–	805
2021 Q2	$4K	Buy	+6,000	New	+$149K	﹤0.01%	742
2021 Q1	–	Sell	-1,500	Closed	-$2K	–	765
2020 Q4	$2K	Buy	+1,500	New	+$34.1K	﹤0.01%	671
2020 Q3	–	Sell	-10,000	Closed	-$8K	–	646
2020 Q2	$8K	Buy	+10,000	New	+$153K	﹤0.01%	536

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 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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

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. 236 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.
236 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.