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IRON Financial’s iShares Silver Trust SLV Stock Holding History

IRON Financial’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 		– Sell
-3,434
Closed -$234K – 156
2026
Q1 		$234K Buy
+3,434
New +$261K 0.1% 119

Other funds holding SLV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NPAN
Northeast Planning Associates NH Bedford, New Hampshire $133M AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

IRON Financial's SLV Position: Q2 2026 in Review

IRON Financial sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 3,434 shares — an estimated $234K sold.

IRON Financial first reported a position in SLV in Q1 2026 and held it in 1 quarter. The position peaked at $234K in Q1 2026. 700 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • IRON Financial reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
  • IRON Financial sold 3,434 iShares Silver Trust shares in Q2 2026, an estimated $234K.
  • IRON Financial first reported a position in iShares Silver Trust in Q1 2026 and held it in 1 quarter.
  • IRON Financial's iShares Silver Trust position peaked at $234K in Q1 2026.
  • 700 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.