IFG
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Independent Financial Group’s iShares Silver Trust SLV Stock Holding History

Independent Financial Group’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 		$11.2M Sell
209,657
-73,604
-26% -$4.88M 0.21% 89
2026
Q1 		$19.3M Sell
283,261
-120,231
-30% -$9.14M 0.43% 35
2025
Q4 		$26M Buy
403,492
+149,562
+59% +$7.49M 0.58% 21
2025
Q3 		$10.8M Buy
253,930
+100,133
+65% +$3.6M 0.26% 70
2025
Q2 		$5.05M Buy
153,797
+54,702
+55% +$1.67M 0.14% 139
2025
Q1 		$3.07M Sell
99,095
-27,329
-22% -$794K 0.11% 195
2024
Q4 		$3.33M Buy
126,424
+7,766
+7% +$222K 0.11% 180
2024
Q3 		$3.37M Sell
118,658
-41,730
-26% -$1.12M 0.12% 157
2024
Q2 		$4.26M Buy
160,388
+94,444
+143% +$2.48M 0.17% 117
2024
Q1 		$1.5M Sell
65,944
-12,814
-16% -$274K 0.07% 281
2023
Q4 		$1.72M Buy
78,758
+4,940
+7% +$105K 0.09% 231
2023
Q3 		$1.5M Sell
73,818
-2,551
-3% -$55.1K 0.1% 231
2023
Q2 		$1.6M Buy
76,369
+9,999
+15% +$222K 0.11% 204
2023
Q1 		$1.47M Buy
66,370
+21,626
+48% +$448K 0.12% 199
2022
Q4 		$985K Sell
44,744
-275
-0.6% -$5.39K 0.08% 234
2022
Q3 		$788K Sell
45,019
-9,794
-18% -$174K 0.07% 277
2022
Q2 		$1.02M Sell
54,813
-38,421
-41% -$801K 0.11% 221
2022
Q1 		$2.13M Sell
93,234
-8,982
-9% -$200K 0.17% 120
2021
Q4 		$2.2M Sell
102,216
-7,219
-7% -$156K 0.18% 120
2021
Q3 		$2.25M Buy
109,435
+20,406
+23% +$459K 0.23% 95
2021
Q2 		$2.16M Sell
89,029
-2,699
-3% -$66.8K 0.23% 102
2021
Q1 		$2.08M Sell
91,728
-6,192
-6% -$151K 0.27% 88
2020
Q4 		$2.41M Buy
97,920
+15,133
+18% +$344K 0.35% 63
2020
Q3 		$1.79M Buy
82,787
+7,471
+10% +$170K 0.34% 67
2020
Q2 		$1.28M Sell
75,316
-2,920
-4% -$44.6K 0.28% 86
2020
Q1 		$1.02M Buy
+78,236
New +$1.23M 0.3% 81

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Financial Group's SLV Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Silver Trust (SLV) stake by 26% in Q2 2026, selling an estimated $4.88M and leaving 209,657 shares worth $11.2M. The position accounts for 0.21% of the portfolio, ranked #89.

Independent Financial Group first reported a position in SLV in Q1 2020 and has held it in 26 quarters since. The position peaked at $26M in Q4 2025. 1,358 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Independent Financial Group held 209,657 shares of iShares Silver Trust worth $11.2M as of Q2 2026.
  • Independent Financial Group sold 73,604 iShares Silver Trust shares in Q2 2026, an estimated $4.88M.
  • iShares Silver Trust made up 0.21% of Independent Financial Group's portfolio in Q2 2026, its #89 holding.
  • Independent Financial Group first reported a position in iShares Silver Trust in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares Silver Trust position peaked at $26M in Q4 2025.
  • 1,358 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.