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 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	$271	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	$280	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

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

First Heartland Consultants's SLV Position: Q2 2026 in Review

First Heartland Consultants reduced its iShares Silver Trust (SLV) stake by 16% in Q2 2026, selling an estimated $174K and leaving 13,408 shares worth $717K. The position accounts for 0.05% of the portfolio, ranked #265.

First Heartland Consultants first reported a position in SLV in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.36M in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

First Heartland Consultants held 13,408 shares of iShares Silver Trust worth $717K as of Q2 2026.
First Heartland Consultants sold 2,630 iShares Silver Trust shares in Q2 2026, an estimated $174K.
iShares Silver Trust made up 0.05% of First Heartland Consultants's portfolio in Q2 2026, its #265 holding.
First Heartland Consultants first reported a position in iShares Silver Trust in Q2 2013 and has held it in 22 quarters since.
First Heartland Consultants's iShares Silver Trust position peaked at $1.36M in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.