Guardian Asset Advisors’s iShares Silver Trust SLV Stock Holding History

Guardian Asset Advisors’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	$306K	Buy	5,729 +625	+12%	+$41.4K	0.14%	99
2026 Q1	$348K	Sell	5,104 -735	-13%	-$55.8K	0.2%	76
2025 Q4	$376K	Buy	5,839 +635	+12%	+$31.8K	0.2%	79
2025 Q3	$220K	Buy	+5,204	New	+$187K	0.12%	105

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

Guardian Asset Advisors's SLV Position: Q2 2026 in Review

Guardian Asset Advisors increased its iShares Silver Trust (SLV) stake by 12% in Q2 2026, buying an estimated $41.4K and bringing the position to 5,729 shares worth $306K. The position accounts for 0.14% of the portfolio, ranked #99.

Guardian Asset Advisors first reported a position in SLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $376K in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Guardian Asset Advisors held 5,729 shares of iShares Silver Trust worth $306K as of Q2 2026.
Guardian Asset Advisors bought 625 iShares Silver Trust shares in Q2 2026, an estimated $41.4K.
iShares Silver Trust made up 0.14% of Guardian Asset Advisors's portfolio in Q2 2026, its #99 holding.
Guardian Asset Advisors first reported a position in iShares Silver Trust in Q3 2025 and has held it in 4 quarters since.
Guardian Asset Advisors's iShares Silver Trust position peaked at $376K in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.