Fi3 Financial Advisors’s iShares Silver Trust SLV Stock Holding History

Fi3 Financial Advisors’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	-7,501	Closed	-$511K	–	271
2026 Q1	$511K	Hold	7,501	–	–	0.15%	81
2025 Q4	$483K	Hold	7,501	–	–	0.15%	74
2025 Q3	$318K	Hold	7,501	–	–	0.11%	91
2025 Q2	$246K	Hold	7,501	–	–	0.09%	124
2025 Q1	$232K	Buy	+7,501	New	+$218K	0.09%	105
2024 Q4	–	Sell	-7,501	Closed	-$213K	–	128
2024 Q3	$213K	Buy	+7,501	New	+$202K	0.08%	101

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fi3 Financial Advisors's SLV Position: Q2 2026 in Review

Fi3 Financial Advisors sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 7,501 shares — an estimated $511K sold.

Fi3 Financial Advisors first reported a position in SLV in Q3 2024 and held it in 6 quarters. The position peaked at $511K in Q1 2026. 1,422 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Fi3 Financial Advisors reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Fi3 Financial Advisors sold 7,501 iShares Silver Trust shares in Q2 2026, an estimated $511K.
Fi3 Financial Advisors first reported a position in iShares Silver Trust in Q3 2024 and held it in 6 quarters.
Fi3 Financial Advisors's iShares Silver Trust position peaked at $511K in Q1 2026.
1,422 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.