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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

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

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Dynamic Advisor Solutions's SLV Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares Silver Trust (SLV) stake by 2.4% in Q3 2026, selling an estimated $89.1K and leaving 63,638 shares worth $3.47M. The position accounts for 0.1% of the portfolio, ranked #213.

Dynamic Advisor Solutions first reported a position in SLV in Q2 2020 and has held it in 26 quarters since. The position peaked at $4.79M in Q1 2026. 276 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Dynamic Advisor Solutions held 63,638 shares of iShares Silver Trust worth $3.47M as of Q3 2026.
Dynamic Advisor Solutions sold 1,573 iShares Silver Trust shares in Q3 2026, an estimated $89.1K.
iShares Silver Trust made up 0.1% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #213 holding.
Dynamic Advisor Solutions first reported a position in iShares Silver Trust in Q2 2020 and has held it in 26 quarters since.
Dynamic Advisor Solutions's iShares Silver Trust position peaked at $4.79M in Q1 2026.
276 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.