Holistic Financial Partners’s iShares Silver Trust SLV Stock Holding History

Holistic Financial Partners’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	$271K	Hold	5,066	–	–	0.17%	87
2026 Q1	$345K	Hold	5,066	–	–	0.13%	76
2025 Q4	$326K	Hold	5,066	–	–	0.12%	86
2025 Q3	$215K	Buy	+5,066	New	+$182K	0.09%	127
2018 Q4	–	Sell	-10,635	Closed	-$146K	–	81
2018 Q3	$146K	Hold	10,635	–	–	0.14%	75
2018 Q2	$161K	Hold	10,635	–	–	0.18%	26
2018 Q1	$164K	Hold	10,635	–	–	0.14%	81
2017 Q4	$170K	Buy	+10,635	New	+$168K	0.14%	82

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 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

Holistic Financial Partners's SLV Position: Q2 2026 in Review

Holistic Financial Partners held its iShares Silver Trust (SLV) position steady in Q2 2026 at 5,066 shares worth $271K. The position accounts for 0.17% of the portfolio, ranked #87.

Holistic Financial Partners first reported a position in SLV in Q4 2017 and has held it in 8 quarters since. The position peaked at $345K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Holistic Financial Partners held 5,066 shares of iShares Silver Trust worth $271K as of Q2 2026.
Holistic Financial Partners left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.17% of Holistic Financial Partners's portfolio in Q2 2026, its #87 holding.
Holistic Financial Partners first reported a position in iShares Silver Trust in Q4 2017 and has held it in 8 quarters since.
Holistic Financial Partners's iShares Silver Trust position peaked at $345K in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.