Lee Financial
SLV icon

Lee Financial’s iShares Silver Trust SLV Stock Holding History

Lee 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
Q3 		$378K Sell
6,940
-4,584
-40% -$260K 0.05% 121
2026
Q2 		$616K Hold
11,524
– – 0.08% 103
2026
Q1 		$785K Buy
11,524
+2,395
+26% +$182K 0.11% 84
2025
Q4 		$588K Buy
9,129
+88
+1% +$4.4K 0.08% 94
2025
Q3 		$383K Buy
9,041
+1,601
+22% +$57.5K 0.05% 128
2025
Q2 		$244K Hold
7,440
– – 0.04% 135
2025
Q1 		$231K Buy
+7,440
New +$216K 0.04% 140
2024
Q4 		– Sell
-7,440
Closed -$211K – 185
2024
Q3 		$211K Buy
+7,440
New +$200K 0.03% 169
2024
Q1 		– Sell
-7,540
Closed -$164K – 708
2023
Q4 		$164K Sell
7,540
-922
-11% -$19.6K 0.03% 148
2023
Q3 		$172K Buy
8,462
+10
+0.1% +$216 0.03% 138
2023
Q2 		$177K Buy
8,452
+60
+0.7% +$1.33K 0.03% 134
2023
Q1 		$186K Sell
8,392
-1,100
-12% -$22.8K 0.03% 132
2022
Q4 		$209K Hold
9,492
– – 0.04% 145
2022
Q3 		$166K Buy
9,492
+2,180
+30% +$38.6K 0.03% 155
2022
Q2 		$136K Hold
7,312
– – 0.03% 167
2022
Q1 		$167K Sell
7,312
-12
-0.2% -$267 0.03% 157
2021
Q4 		$158K Sell
7,324
-3,340
-31% -$72.1K 0.03% 160
2021
Q3 		$219K Hold
10,664
– – 0.05% 136
2021
Q2 		$258K Buy
10,664
+1,065
+11% +$26.4K 0.05% 125
2021
Q1 		$218K Buy
+9,599
New +$234K 0.05% 129
2020
Q1 		– Sell
-2,000
Closed -$33K – 510
2019
Q4 		$33K Buy
+2,000
New +$32.4K 0.01% 219
2018
Q1 		– Sell
-750
Closed -$12K – 774
2017
Q4 		$12K Sell
750
-1,700
-69% -$26.8K ﹤0.01% 299
2017
Q3 		$39K Sell
2,450
-2,280
-48% -$36.3K 0.01% 199
2017
Q2 		$74K Hold
4,730
– – 0.03% 166
2017
Q1 		$82K Hold
4,730
– – 0.03% 145
2016
Q4 		$71K Buy
+4,730
New +$76.9K 0.04% 153

Other funds holding SLV

Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Walser Wealth Management
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Lee Financial's SLV Position: Q3 2026 in Review

Lee Financial reduced its iShares Silver Trust (SLV) stake by 40% in Q3 2026, selling an estimated $260K and leaving 6,940 shares worth $378K. The position accounts for 0.05% of the portfolio, ranked #121.

Lee Financial first reported a position in SLV in Q4 2016 and has held it in 26 quarters since. The position peaked at $785K in Q1 2026. 589 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Lee Financial held 6,940 shares of iShares Silver Trust worth $378K as of Q3 2026.
  • Lee Financial sold 4,584 iShares Silver Trust shares in Q3 2026, an estimated $260K.
  • iShares Silver Trust made up 0.05% of Lee Financial's portfolio in Q3 2026, its #121 holding.
  • Lee Financial first reported a position in iShares Silver Trust in Q4 2016 and has held it in 26 quarters since.
  • Lee Financial's iShares Silver Trust position peaked at $785K in Q1 2026.
  • 589 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.