JFS Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

JFS 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 Q2	$225K	Buy	4,200 +527	+14%	+$34.9K	0.01%	323
2026 Q1	$250K	Hold	3,673	–	–	0.01%	295
2025 Q4	$237K	Hold	3,673	–	–	0.01%	300
2025 Q3	$156K	Hold	3,673	–	–	0.01%	353
2025 Q2	$121K	Hold	3,673	–	–	0.01%	345
2025 Q1	$114K	Sell	3,673 -370	-9%	-$10.8K	0.01%	357
2024 Q4	$106K	Hold	4,043	–	–	0.01%	357
2024 Q3	$115K	Sell	4,043 -380	-9%	-$10.2K	0.01%	346
2024 Q2	$118K	Buy	4,423 +380	+9%	+$9.99K	0.01%	287
2024 Q1	$92K	Buy	4,043 +370	+10%	+$7.9K	0.01%	328
2023 Q4	$80K	Hold	3,673	–	–	0.01%	338
2023 Q3	$74.7K	Hold	3,673	–	–	0.01%	320
2023 Q2	$76.7K	Buy	+3,673	New	+$81.7K	0.01%	312
2022 Q4	–	Sell	-246	Closed	-$4K	–	1992
2022 Q3	$4K	Hold	246	–	–	﹤0.01%	1104
2022 Q2	$5K	Hold	246	–	–	﹤0.01%	1014
2022 Q1	$6K	Hold	246	–	–	﹤0.01%	997
2021 Q4	$5K	Hold	246	–	–	﹤0.01%	814
2021 Q3	$5K	Buy	+246	New	+$5.53K	﹤0.01%	720
2021 Q2	–	Sell	-70	Closed	-$2K	–	634
2021 Q1	$2K	Buy	+70	New	+$1.7K	﹤0.01%	552
2016 Q4	–	Sell	-1,000	Closed	-$18K	–	489
2016 Q3	$18K	Buy	+1,000	New	+$18.6K	0.01%	337

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

JFS Wealth Advisors's SLV Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares Silver Trust (SLV) stake by 14% in Q2 2026, buying an estimated $34.9K and bringing the position to 4,200 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #323.

JFS Wealth Advisors first reported a position in SLV in Q3 2016 and has held it in 20 quarters since. The position peaked at $250K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

JFS Wealth Advisors held 4,200 shares of iShares Silver Trust worth $225K as of Q2 2026.
JFS Wealth Advisors bought 527 iShares Silver Trust shares in Q2 2026, an estimated $34.9K.
iShares Silver Trust made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #323 holding.
JFS Wealth Advisors first reported a position in iShares Silver Trust in Q3 2016 and has held it in 20 quarters since.
JFS Wealth Advisors's iShares Silver Trust position peaked at $250K in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.