FA
SLV icon

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
2025
Q4 		– Sell
-1,700
Closed -$72K – 531
2025
Q3 		$72K Buy
+1,700
New +$61K ﹤0.01% 492

Other funds holding SLV

Mirae Asset Global Investments
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
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
CA
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.