GoalVest Advisory’s iShares Silver Trust SLV Stock Holding History

GoalVest Advisory’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	$82.1K	Hold	1,507	–	–	0.01%	182
2026 Q2	$80.6K	Sell	1,507 -53	-3%	-$3.51K	0.01%	171
2026 Q1	$106K	Buy	1,560 +53	+4%	+$4.03K	0.02%	175
2025 Q4	$97.1K	Sell	1,507 -1,924	-56%	-$96.3K	0.02%	187
2025 Q3	$145K	Sell	3,431 -1,481	-30%	-$53.2K	0.03%	149
2025 Q2	$161K	Hold	4,912	–	–	0.04%	144
2025 Q1	$152K	Hold	4,912	–	–	0.04%	133
2024 Q4	$129K	Hold	4,912	–	–	0.04%	136
2024 Q3	$140K	Hold	4,912	–	–	0.04%	126
2024 Q2	$131K	Buy	4,912 +500	+11%	+$13.2K	0.04%	124
2024 Q1	$100K	Hold	4,412	–	–	0.03%	142
2023 Q4	$96.1K	Buy	4,412 +364	+9%	+$7.75K	0.04%	96
2023 Q3	$82.3K	Buy	4,048 +981	+32%	+$21.2K	0.04%	118
2023 Q2	$64.1K	Buy	3,067 +1,772	+137%	+$39.4K	0.03%	125
2023 Q1	$28.6K	Buy	+1,295	New	+$26.8K	0.02%	147
2021 Q1	–	Sell	-250	Closed	-$6K	–	226
2020 Q4	$6K	Buy	+250	New	+$5.69K	0.01%	181

Other funds holding SLV

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

GoalVest Advisory's SLV Position: Q3 2026 in Review

GoalVest Advisory held its iShares Silver Trust (SLV) position steady in Q3 2026 at 1,507 shares worth $82.1K. The position accounts for 0.01% of the portfolio, ranked #182.

GoalVest Advisory first reported a position in SLV in Q4 2020 and has held it in 16 quarters since. The position peaked at $161K in Q2 2025. 1,109 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

GoalVest Advisory held 1,507 shares of iShares Silver Trust worth $82.1K as of Q3 2026.
GoalVest Advisory left its iShares Silver Trust share count unchanged in Q3 2026.
iShares Silver Trust made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #182 holding.
GoalVest Advisory first reported a position in iShares Silver Trust in Q4 2020 and has held it in 16 quarters since.
GoalVest Advisory's iShares Silver Trust position peaked at $161K in Q2 2025.
1,109 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.