Financial Designs
SLV icon

Financial Designs’s iShares Silver Trust SLV Stock Holding History

Financial Designs’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
Q3 		$571K Buy
10,477
+510
+5% +$28.9K 0.29% 23
2026
Q2 		$533K Sell
9,967
-277
-3% -$18.4K 0.29% 24
2026
Q1 		$698K Buy
10,244
+149
+1% +$11.3K 0.39% 22
2025
Q4 		$650K Sell
10,095
-144
-1% -$7.21K 0.37% 19
2025
Q3 		$451K Sell
10,239
-35
-0.3% -$1.26K 0.26% 21
2025
Q2 		$337K Hold
10,274
– – 0.21% 27
2025
Q1 		$318K Sell
10,274
-611
-6% -$17.8K 0.22% 18
2024
Q4 		$287K Hold
10,885
– – 0.19% 20
2024
Q3 		$309K Sell
10,885
-380
-3% -$10.2K 0.2% 19
2024
Q2 		$299K Hold
11,265
– – 0.21% 17
2024
Q1 		$256K Buy
+11,265
New +$241K 0.17% 17
2023
Q4 		– Sell
-13,789
Closed -$280K – 27
2023
Q3 		$280K Sell
13,789
-803
-6% -$17.4K 0.21% 22
2023
Q2 		$305K Buy
14,592
+2,418
+20% +$53.8K 0.22% 13
2023
Q1 		$269K Buy
12,174
+1,069
+10% +$22.1K 0.2% 13
2022
Q4 		$245K Buy
+11,105
New +$218K 0.18% 14

Other funds holding SLV

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Walser Wealth Management
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Financial Designs's SLV Position: Q3 2026 in Review

Financial Designs increased its iShares Silver Trust (SLV) stake by 5.1% in Q3 2026, buying an estimated $28.9K and bringing the position to 10,477 shares worth $571K. The position accounts for 0.29% of the portfolio, ranked #23.

Financial Designs first reported a position in SLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $698K in Q1 2026. 613 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Financial Designs held 10,477 shares of iShares Silver Trust worth $571K as of Q3 2026.
  • Financial Designs bought 510 iShares Silver Trust shares in Q3 2026, an estimated $28.9K.
  • iShares Silver Trust made up 0.29% of Financial Designs's portfolio in Q3 2026, its #23 holding.
  • Financial Designs first reported a position in iShares Silver Trust in Q4 2022 and has held it in 15 quarters since.
  • Financial Designs's iShares Silver Trust position peaked at $698K in Q1 2026.
  • 613 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.