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PFG Investments’s iShares Silver Trust SLV Stock Holding History

PFG Investments’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 		$2.63M Sell
49,232
-1,449
-3% -$96.1K 0.1% 170
2026
Q1 		$3.45M Sell
50,681
-10,503
-17% -$798K 0.16% 113
2025
Q4 		$3.94M Buy
61,184
+14,683
+32% +$735K 0.19% 100
2025
Q3 		$1.97M Buy
46,501
+9,740
+26% +$350K 0.1% 187
2025
Q2 		$1.21M Sell
36,761
-1,091
-3% -$33.4K 0.07% 251
2025
Q1 		$1.17M Buy
37,852
+4,084
+12% +$119K 0.08% 261
2024
Q4 		$889K Sell
33,768
-3,404
-9% -$97.2K 0.06% 324
2024
Q3 		$1.06M Buy
37,172
+7,905
+27% +$212K 0.07% 291
2024
Q2 		$778K Sell
29,267
-3,370
-10% -$88.6K 0.06% 321
2024
Q1 		$742K Buy
32,637
+21,285
+188% +$455K 0.04% 406
2023
Q4 		$247K Sell
11,352
-994
-8% -$21.2K 0.05% 402
2023
Q3 		$251K Hold
12,346
– – 0.05% 400
2023
Q2 		$258K Sell
12,346
-1,254
-9% -$27.9K 0.05% 409
2023
Q1 		$301K Buy
+13,600
New +$282K 0.06% 344

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

PFG Investments's SLV Position: Q2 2026 in Review

PFG Investments reduced its iShares Silver Trust (SLV) stake by 2.9% in Q2 2026, selling an estimated $96.1K and leaving 49,232 shares worth $2.63M. The position accounts for 0.1% of the portfolio, ranked #170.

PFG Investments first reported a position in SLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.94M in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • PFG Investments held 49,232 shares of iShares Silver Trust worth $2.63M as of Q2 2026.
  • PFG Investments sold 1,449 iShares Silver Trust shares in Q2 2026, an estimated $96.1K.
  • iShares Silver Trust made up 0.1% of PFG Investments's portfolio in Q2 2026, its #170 holding.
  • PFG Investments first reported a position in iShares Silver Trust in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's iShares Silver Trust position peaked at $3.94M in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.