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Pathfinder Wealth Consulting’s iShares Silver Trust SLV Stock Holding History

Pathfinder Wealth Consulting’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 		– Sell
-14,915
Closed -$1.02M – 132
2026
Q1 		$1.02M Buy
14,915
+200
+1% +$15.2K 0.66% 40
2025
Q4 		$948K Buy
+14,715
New +$737K 0.6% 41

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
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

Pathfinder Wealth Consulting's SLV Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 14,915 shares — an estimated $1.02M sold.

Pathfinder Wealth Consulting first reported a position in SLV in Q4 2025 and held it in 2 quarters. The position peaked at $1.02M in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 14,915 iShares Silver Trust shares in Q2 2026, an estimated $1.02M.
  • Pathfinder Wealth Consulting first reported a position in iShares Silver Trust in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's iShares Silver Trust position peaked at $1.02M in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.