Harmony Asset Management
SLV icon

Harmony Asset Management’s iShares Silver Trust SLV Stock Holding History

Harmony Asset Management’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 		$497K Hold
9,111
– – 0.12% 129
2026
Q2 		$487K Buy
9,111
+5,460
+150% +$362K 0.13% 132
2026
Q1 		$249K Buy
3,651
+115
+3% +$8.74K 0.08% 175
2025
Q4 		$228K Buy
+3,536
New +$177K 0.08% 166
2024
Q3 		– Sell
-8,000
Closed -$213K – 164
2024
Q2 		$213K Buy
+8,000
New +$210K 0.09% 149

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RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Walser Wealth Management
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Harmony Asset Management's SLV Position: Q3 2026 in Review

Harmony Asset Management held its iShares Silver Trust (SLV) position steady in Q3 2026 at 9,111 shares worth $497K. The position accounts for 0.12% of the portfolio, ranked #129.

Harmony Asset Management first reported a position in SLV in Q2 2024 and has held it in 5 quarters since. 355 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Harmony Asset Management held 9,111 shares of iShares Silver Trust worth $497K as of Q3 2026.
  • Harmony Asset Management left its iShares Silver Trust share count unchanged in Q3 2026.
  • iShares Silver Trust made up 0.12% of Harmony Asset Management's portfolio in Q3 2026, its #129 holding.
  • Harmony Asset Management first reported a position in iShares Silver Trust in Q2 2024 and has held it in 5 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.