HAM
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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
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

Other funds holding SLV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CA
Corecam AG Zurich $117M AUM

Harmony Asset Management's SLV Position: Q2 2026 in Review

Harmony Asset Management increased its iShares Silver Trust (SLV) stake by 150% in Q2 2026, buying an estimated $362K and bringing the position to 9,111 shares worth $487K. The position accounts for 0.13% of the portfolio, ranked #132.

Harmony Asset Management first reported a position in SLV in Q2 2024 and has held it in 4 quarters since. 282 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Harmony Asset Management held 9,111 shares of iShares Silver Trust worth $487K as of Q2 2026.
  • Harmony Asset Management bought 5,460 iShares Silver Trust shares in Q2 2026, an estimated $362K.
  • iShares Silver Trust made up 0.13% of Harmony Asset Management's portfolio in Q2 2026, its #132 holding.
  • Harmony Asset Management first reported a position in iShares Silver Trust in Q2 2024 and has held it in 4 quarters since.
  • 282 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.