Mountain Capital Investment Advisors’s iShares Silver Trust SLV Stock Holding History

Mountain Capital Investment 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	$209K	Sell	3,916 -897	-19%	-$59.5K	0.03%	86
2026 Q1	$329K	Buy	4,813 +1,516	+46%	+$115K	0.05%	57
2025 Q4	$306K	Buy	+3,297	New	+$165K	0.05%	60
2017 Q4	–	Sell	-4,662	Closed	-$73K	–	360
2017 Q3	$73K	Sell	4,662 -962	-17%	-$15.3K	0.06%	86
2017 Q2	$88K	Buy	+5,624	New	+$91.6K	0.09%	92

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

Mountain Capital Investment Advisors's SLV Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its iShares Silver Trust (SLV) stake by 19% in Q2 2026, selling an estimated $59.5K and leaving 3,916 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #86.

Mountain Capital Investment Advisors first reported a position in SLV in Q2 2017 and has held it in 5 quarters since. The position peaked at $329K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Mountain Capital Investment Advisors held 3,916 shares of iShares Silver Trust worth $209K as of Q2 2026.
Mountain Capital Investment Advisors sold 897 iShares Silver Trust shares in Q2 2026, an estimated $59.5K.
iShares Silver Trust made up 0.03% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #86 holding.
Mountain Capital Investment Advisors first reported a position in iShares Silver Trust in Q2 2017 and has held it in 5 quarters since.
Mountain Capital Investment Advisors's iShares Silver Trust position peaked at $329K in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.