Ehrlich Financial Group’s iShares Silver Trust SLV Stock Holding History

Ehrlich Financial Group’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	–	Sell	-4,503	Closed	-$307K	–	125
2026 Q1	$307K	Sell	4,503 -3,155	-41%	-$240K	0.18%	92
2025 Q4	$493K	Sell	7,658 -23,512	-75%	-$1.18M	0.28%	72
2025 Q3	$1.32M	Sell	31,170 -1,831	-6%	-$65.8K	0.78%	36
2025 Q2	$1.08M	Buy	33,001 +438	+1%	+$13.4K	0.7%	41
2025 Q1	$1.01M	Sell	32,563 -221	-0.7%	-$6.42K	0.74%	43
2024 Q4	$863K	Sell	32,784 -400	-1%	-$11.4K	0.61%	37
2024 Q3	$943K	Buy	33,184 +1,468	+5%	+$39.4K	0.67%	34
2024 Q2	$843K	Buy	+31,716	New	+$834K	0.67%	31

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 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

Ehrlich Financial Group's SLV Position: Q2 2026 in Review

Ehrlich Financial Group sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 4,503 shares — an estimated $307K sold.

Ehrlich Financial Group first reported a position in SLV in Q2 2024 and held it in 8 quarters. The position peaked at $1.32M in Q3 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Ehrlich Financial Group reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Ehrlich Financial Group sold 4,503 iShares Silver Trust shares in Q2 2026, an estimated $307K.
Ehrlich Financial Group first reported a position in iShares Silver Trust in Q2 2024 and held it in 8 quarters.
Ehrlich Financial Group's iShares Silver Trust position peaked at $1.32M in Q3 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.