FHC
SLV icon

First Heartland Consultants’s iShares Silver Trust SLV Stock Holding History

First Heartland Consultants’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 		$593K Sell
10,328
-3,080
-23% -$175K 0.04% 302
2026
Q2 		$717K Sell
13,408
-2,630
-16% -$174K 0.05% 265
2026
Q1 		$1.09M Sell
16,038
-5,046
-24% -$383K 0.08% 177
2025
Q4 		$1.36M Buy
21,084
+4,243
+25% +$212K 0.1% 151
2025
Q3 		$714K Buy
16,841
+5,033
+43% +$181K 0.06% 219
2025
Q2 		$387K Buy
11,808
+447
+4% +$13.7K 0.03% 328
2025
Q1 		$352K Buy
11,361
+10
+0.1% +$291 0.04% 310
2024
Q4 		$299K Buy
11,351
+684
+6% +$19.5K 0.03% 349
2024
Q3 		$303K Buy
10,667
+478
+5% +$12.8K 0.03% 326
2024
Q2 		$271K Buy
10,189
+1,109
+12% +$29.2K 0.02% 365
2024
Q1 		$207K Sell
9,080
-713
-7% -$15.2K 0.02% 404
2023
Q4 		$213K Sell
9,793
-40
-0.4% -$851 0.03% 343
2023
Q3 		$200K Sell
9,833
-985
-9% -$21.3K 0.03% 369
2023
Q2 		$226K Buy
10,818
+333
+3% +$7.4K 0.03% 338
2023
Q1 		$232K Sell
10,485
-147
-1% -$3.04K 0.03% 322
2022
Q4 		$234K Buy
+10,632
New +$208K 0.04% 323
2022
Q2 		– Sell
-10,602
Closed -$242K – 390
2022
Q1 		$242K Sell
10,602
-2,422
-19% -$53.8K 0.04% 300
2021
Q4 		$280K Buy
13,024
+83
+0.6% +$1.79K 0.01% 285
2021
Q3 		$266K Buy
12,941
+2,500
+24% +$56.2K 0.04% 307
2021
Q2 		$253K Buy
10,441
+400
+4% +$9.91K 0.04% 321
2021
Q1 		$228K Buy
10,041
+1,141
+13% +$27.8K 0.04% 346
2020
Q4 		$219K Buy
+8,900
New +$202K 0.04% 310
2013
Q3 		– Sell
-2,174
Closed -$41K – 348
2013
Q2 		$41K Buy
+2,174
New +$48.7K 0.02% 276

Other funds holding SLV

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

First Heartland Consultants's SLV Position: Q3 2026 in Review

First Heartland Consultants reduced its iShares Silver Trust (SLV) stake by 23% in Q3 2026, selling an estimated $175K and leaving 10,328 shares worth $593K. The position accounts for 0.04% of the portfolio, ranked #302.

First Heartland Consultants first reported a position in SLV in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.36M in Q4 2025. 72 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • First Heartland Consultants held 10,328 shares of iShares Silver Trust worth $593K as of Q3 2026.
  • First Heartland Consultants sold 3,080 iShares Silver Trust shares in Q3 2026, an estimated $175K.
  • iShares Silver Trust made up 0.04% of First Heartland Consultants's portfolio in Q3 2026, its #302 holding.
  • First Heartland Consultants first reported a position in iShares Silver Trust in Q2 2013 and has held it in 23 quarters since.
  • First Heartland Consultants's iShares Silver Trust position peaked at $1.36M in Q4 2025.
  • 72 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.