Keystone Financial Group (Georgia)’s iShares Silver Trust SLV Stock Holding History

Keystone Financial Group (Georgia)’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	$43.3K	Sell	810 -6,750	-89%	-$448K	0.02%	88
2026 Q1	$515K	Buy	7,560 +3,105	+70%	+$236K	0.27%	37
2025 Q4	$287K	Buy	4,455 +3,645	+450%	+$182K	0.15%	50
2025 Q3	$34.3K	Hold	810	–	–	0.02%	97
2025 Q2	$28K	Hold	810	–	–	0.02%	105
2025 Q1	$24.5K	Hold	810	–	–	0.02%	109
2024 Q4	$21.3K	Buy	+810	New	+$23.1K	0.02%	119

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

Keystone Financial Group (Georgia)'s SLV Position: Q2 2026 in Review

Keystone Financial Group (Georgia) reduced its iShares Silver Trust (SLV) stake by 89% in Q2 2026, selling an estimated $448K and leaving 810 shares worth $43.3K. The position accounts for 0.02% of the portfolio, ranked #88.

Keystone Financial Group (Georgia) first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $515K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Keystone Financial Group (Georgia) held 810 shares of iShares Silver Trust worth $43.3K as of Q2 2026.
Keystone Financial Group (Georgia) sold 6,750 iShares Silver Trust shares in Q2 2026, an estimated $448K.
iShares Silver Trust made up 0.02% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #88 holding.
Keystone Financial Group (Georgia) first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
Keystone Financial Group (Georgia)'s iShares Silver Trust position peaked at $515K in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.