Fiduciary Alliance’s iShares Silver Trust SLV Stock Holding History

Fiduciary Alliance’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	$733K	Sell	13,715 -25,982	-65%	-$1.72M	0.05%	312
2026 Q1	$2.85M	Sell	39,697 -12,899	-25%	-$980K	0.17%	136
2025 Q4	$3.39M	Buy	52,596 +2,381	+5%	+$119K	0.22%	114
2025 Q3	$2.13M	Buy	50,215 +7,091	+16%	+$255K	0.14%	149
2025 Q2	$1.41M	Buy	43,124 +26,719	+163%	+$817K	0.11%	182
2025 Q1	$508K	Sell	16,405 -1,668	-9%	-$48.5K	0.05%	251
2024 Q4	$476K	Buy	18,073 +1,823	+11%	+$52.1K	0.05%	241
2024 Q3	$462K	Buy	16,250 +1,453	+10%	+$39K	0.06%	163
2024 Q2	$399K	Buy	+14,797	New	+$389K	0.06%	145
2023 Q3	–	Sell	-8,157	Closed	-$170K	–	813
2023 Q2	$170K	Buy	+8,157	New	+$181K	0.04%	157
2023 Q1	–	Sell	-8,052	Closed	-$177K	–	742
2022 Q4	$177K	Buy	+8,052	New	+$158K	0.05%	132

Other funds holding SLV

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Fiduciary Alliance's SLV Position: Q2 2026 in Review

Fiduciary Alliance reduced its iShares Silver Trust (SLV) stake by 65% in Q2 2026, selling an estimated $1.72M and leaving 13,715 shares worth $733K. The position accounts for 0.05% of the portfolio, ranked #312.

Fiduciary Alliance first reported a position in SLV in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.39M in Q4 2025. 354 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Fiduciary Alliance held 13,715 shares of iShares Silver Trust worth $733K as of Q2 2026.
Fiduciary Alliance sold 25,982 iShares Silver Trust shares in Q2 2026, an estimated $1.72M.
iShares Silver Trust made up 0.05% of Fiduciary Alliance's portfolio in Q2 2026, its #312 holding.
Fiduciary Alliance first reported a position in iShares Silver Trust in Q4 2022 and has held it in 11 quarters since.
Fiduciary Alliance's iShares Silver Trust position peaked at $3.39M in Q4 2025.
354 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.