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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
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

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
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

GoalVest Advisory's SLV Position: Q2 2026 in Review

GoalVest Advisory reduced its iShares Silver Trust (SLV) stake by 3.4% in Q2 2026, selling an estimated $3.51K and leaving 1,507 shares worth $80.6K. The position accounts for 0.01% of the portfolio, ranked #171.

GoalVest Advisory first reported a position in SLV in Q4 2020 and has held it in 15 quarters since. The position peaked at $161K in Q2 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • GoalVest Advisory held 1,507 shares of iShares Silver Trust worth $80.6K as of Q2 2026.
  • GoalVest Advisory sold 53 iShares Silver Trust shares in Q2 2026, an estimated $3.51K.
  • iShares Silver Trust made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #171 holding.
  • GoalVest Advisory first reported a position in iShares Silver Trust in Q4 2020 and has held it in 15 quarters since.
  • GoalVest Advisory's iShares Silver Trust position peaked at $161K in Q2 2025.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.