Miller Financial Services’s iShares Silver Trust SLV Stock Holding History

Miller Financial Services’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	$1.32M	Buy	24,263 +2,923	+14%	+$166K	1%	23
2026 Q2	$1.14M	Buy	21,340 +5,441	+34%	+$361K	0.92%	30
2026 Q1	$1.08M	Sell	15,899 -20,550	-56%	-$1.56M	1.19%	26
2025 Q4	$2.36M	Sell	36,449 -13,598	-27%	-$681K	2.77%	10
2025 Q3	$2.12M	Sell	50,047 -550	-1%	-$19.8K	2.45%	9
2025 Q2	$1.66M	Buy	50,597 +4,063	+9%	+$124K	2.12%	10
2025 Q1	$1.44M	Sell	46,534 -1,495	-3%	-$43.4K	2.07%	12
2024 Q4	$1.26M	Buy	+48,029	New	+$1.37M	1.07%	26

Other funds holding SLV

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Miller Financial Services's SLV Position: Q3 2026 in Review

Miller Financial Services increased its iShares Silver Trust (SLV) stake by 14% in Q3 2026, buying an estimated $166K and bringing the position to 24,263 shares worth $1.32M. The position accounts for 1% of the portfolio, ranked #23.

Miller Financial Services first reported a position in SLV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.36M in Q4 2025. 575 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Miller Financial Services held 24,263 shares of iShares Silver Trust worth $1.32M as of Q3 2026.
Miller Financial Services bought 2,923 iShares Silver Trust shares in Q3 2026, an estimated $166K.
iShares Silver Trust made up 1% of Miller Financial Services's portfolio in Q3 2026, its #23 holding.
Miller Financial Services first reported a position in iShares Silver Trust in Q4 2024 and has held it in 8 quarters since.
Miller Financial Services's iShares Silver Trust position peaked at $2.36M in Q4 2025.
575 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.