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 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

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

Financial Designs's SLV Position: Q2 2026 in Review

Financial Designs reduced its iShares Silver Trust (SLV) stake by 2.7% in Q2 2026, selling an estimated $18.4K and leaving 9,967 shares worth $533K. The position accounts for 0.29% of the portfolio, ranked #24.

Financial Designs first reported a position in SLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $698K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Financial Designs held 9,967 shares of iShares Silver Trust worth $533K as of Q2 2026.
Financial Designs sold 277 iShares Silver Trust shares in Q2 2026, an estimated $18.4K.
iShares Silver Trust made up 0.29% of Financial Designs's portfolio in Q2 2026, its #24 holding.
Financial Designs first reported a position in iShares Silver Trust in Q4 2022 and has held it in 14 quarters since.
Financial Designs's iShares Silver Trust position peaked at $698K in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Financial Designs's 13F filing for Q2 2026, filed 10 Jul 2026.