HWA
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Heartwood Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Heartwood Wealth 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
Q3 		$333K Hold
6,103
– – 0.03% 175
2026
Q2 		$326K Hold
6,103
– – 0.03% 183
2026
Q1 		$416K Hold
6,103
– – 0.04% 143
2025
Q4 		$393K Hold
6,103
– – 0.04% 134
2025
Q3 		$259K Hold
6,103
– – 0.02% 175
2025
Q2 		$200K Buy
+6,103
New +$187K 0.02% 183

Other funds holding SLV

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Heartwood Wealth Advisors's SLV Position: Q3 2026 in Review

Heartwood Wealth Advisors held its iShares Silver Trust (SLV) position steady in Q3 2026 at 6,103 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #175.

Heartwood Wealth Advisors first reported a position in SLV in Q2 2025 and has held it in 6 quarters since. The position peaked at $416K in Q1 2026. 72 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Heartwood Wealth Advisors held 6,103 shares of iShares Silver Trust worth $333K as of Q3 2026.
  • Heartwood Wealth Advisors left its iShares Silver Trust share count unchanged in Q3 2026.
  • iShares Silver Trust made up 0.03% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #175 holding.
  • Heartwood Wealth Advisors first reported a position in iShares Silver Trust in Q2 2025 and has held it in 6 quarters since.
  • Heartwood Wealth Advisors's iShares Silver Trust position peaked at $416K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.