Herold Advisors’s iShares Silver Trust SLV Stock Holding History

Herold 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	$1.31M	Buy	24,122 +960	+4%	+$54.4K	0.26%	94
2026 Q2	$1.24M	Hold	23,162	–	–	0.24%	104
2026 Q1	$1.58M	Buy	23,162 +297	+1%	+$22.6K	0.35%	77
2025 Q4	$1.47M	Buy	22,865 +1,185	+5%	+$59.3K	0.33%	81
2025 Q3	$919K	Sell	21,680 -3,625	-14%	-$130K	0.21%	114
2025 Q2	$830K	Buy	25,305 +550	+2%	+$16.8K	0.17%	129
2025 Q1	$767K	Sell	24,755 -200	-0.8%	-$5.81K	0.17%	140
2024 Q4	$657K	Hold	24,955	–	–	0.14%	158
2024 Q3	$709K	Sell	24,955 -700	-3%	-$18.8K	0.15%	154
2024 Q2	$682K	Hold	25,655	–	–	0.16%	151
2024 Q1	$584K	Hold	25,655	–	–	0.14%	159
2023 Q4	$559K	Hold	25,655	–	–	0.15%	149
2023 Q3	$522K	Hold	25,655	–	–	0.16%	150
2023 Q2	$536K	Hold	25,655	–	–	0.16%	147
2023 Q1	$567K	Buy	25,655 +3,775	+17%	+$78.2K	0.2%	127
2022 Q4	$482K	Hold	21,880	–	–	0.2%	115
2022 Q3	$382K	Hold	21,880	–	–	0.18%	131
2022 Q2	$407K	Buy	21,880 +980	+5%	+$20.4K	0.18%	134
2022 Q1	$478K	Buy	20,900 +4,700	+29%	+$104K	0.17%	133
2021 Q4	$348K	Hold	16,200	–	–	0.14%	153
2021 Q3	$332K	Buy	+16,200	New	+$364K	0.13%	156

Other funds holding SLV

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Herold Advisors's SLV Position: Q3 2026 in Review

Herold Advisors increased its iShares Silver Trust (SLV) stake by 4.1% in Q3 2026, buying an estimated $54.4K and bringing the position to 24,122 shares worth $1.31M. The position accounts for 0.26% of the portfolio, ranked #94.

Herold Advisors first reported a position in SLV in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.58M in Q1 2026. 316 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Herold Advisors held 24,122 shares of iShares Silver Trust worth $1.31M as of Q3 2026.
Herold Advisors bought 960 iShares Silver Trust shares in Q3 2026, an estimated $54.4K.
iShares Silver Trust made up 0.26% of Herold Advisors's portfolio in Q3 2026, its #94 holding.
Herold Advisors first reported a position in iShares Silver Trust in Q3 2021 and has held it in 21 quarters since.
Herold Advisors's iShares Silver Trust position peaked at $1.58M in Q1 2026.
316 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.