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Harbor Investment Advisory’s iShares Silver Trust SLV Stock Holding History

Harbor Investment 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 		$1.11M Sell
20,809
-388
-2% -$25.7K 0.08% 188
2026
Q1 		$1.44M Sell
21,197
-4,371
-17% -$332K 0.11% 148
2025
Q4 		$1.65M Sell
25,568
-3,950
-13% -$198K 0.12% 130
2025
Q3 		$1.25M Hold
29,518
– – 0.1% 150
2025
Q2 		$968K Sell
29,518
-79
-0.3% -$2.42K 0.09% 182
2025
Q1 		$917K Buy
29,597
+175
+0.6% +$5.08K 0.09% 168
2024
Q4 		$775K Buy
29,422
+1,783
+6% +$50.9K 0.07% 181
2024
Q3 		$785K Hold
27,639
– – 0.08% 189
2024
Q2 		$734K Sell
27,639
-61
-0.2% -$1.6K 0.08% 183
2024
Q1 		$630K Sell
27,700
-1,149
-4% -$24.5K 0.07% 206
2023
Q4 		$628K Sell
28,849
-888
-3% -$18.9K 0.07% 194
2023
Q3 		$605K Sell
29,737
-100
-0.3% -$2.16K 0.08% 187
2023
Q2 		$623K Sell
29,837
-218
-0.7% -$4.85K 0.09% 187
2023
Q1 		$665K Hold
30,055
– – 0.1% 169
2022
Q4 		$662K Buy
30,055
+4,254
+16% +$83.3K 0.1% 167
2022
Q3 		$452K Buy
25,801
+63
+0.2% +$1.12K 0.07% 208
2022
Q2 		$480K Buy
25,738
+54
+0.2% +$1.13K 0.08% 203
2022
Q1 		$588K Sell
25,684
-1
-0% -$22 0.08% 203
2021
Q4 		$552K Sell
25,685
-3,029
-11% -$65.4K 0.07% 210
2021
Q3 		$589K Buy
28,714
+2,255
+9% +$50.7K 0.08% 201
2021
Q2 		$641K Sell
26,459
-1,042
-4% -$25.8K 0.09% 199
2021
Q1 		$624K Buy
27,501
+6,344
+30% +$154K 0.09% 184
2020
Q4 		$520K Buy
21,157
+3,546
+20% +$80.7K 0.08% 184
2020
Q3 		$381K Buy
17,611
+2,540
+17% +$57.7K 0.07% 192
2020
Q2 		$256K Hold
15,071
– – 0.05% 230
2020
Q1 		$197K Sell
15,071
-41
-0.3% -$644 0.05% 235
2019
Q4 		$252K Buy
+15,112
New +$245K 0.06% 226

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

Harbor Investment Advisory's SLV Position: Q2 2026 in Review

Harbor Investment Advisory reduced its iShares Silver Trust (SLV) stake by 1.8% in Q2 2026, selling an estimated $25.7K and leaving 20,809 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #188.

Harbor Investment Advisory first reported a position in SLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.65M in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Harbor Investment Advisory held 20,809 shares of iShares Silver Trust worth $1.11M as of Q2 2026.
  • Harbor Investment Advisory sold 388 iShares Silver Trust shares in Q2 2026, an estimated $25.7K.
  • iShares Silver Trust made up 0.08% of Harbor Investment Advisory's portfolio in Q2 2026, its #188 holding.
  • Harbor Investment Advisory first reported a position in iShares Silver Trust in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's iShares Silver Trust position peaked at $1.65M in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.