PFA
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Professional Financial Advisors’s iShares Silver Trust SLV Stock Holding History

Professional Financial 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
Q3 		$1.58M Sell
28,977
-795
-3% -$45K 0.27% 63
2026
Q2 		$1.59M Sell
29,772
-429
-1% -$28.4K 0.28% 61
2026
Q1 		$2.06M Buy
30,201
+770
+3% +$58.5K 0.42% 42
2025
Q4 		$1.9M Sell
29,431
-24,691
-46% -$1.24M 0.39% 43
2025
Q3 		$2.29M Buy
54,122
+4,022
+8% +$144K 0.48% 38
2025
Q2 		$1.64M Buy
50,100
+1,644
+3% +$50.3K 0.38% 45
2025
Q1 		$1.5M Buy
48,456
+1,171
+2% +$34K 0.38% 43
2024
Q4 		$1.25M Sell
47,285
-1,012
-2% -$28.9K 0.32% 50
2024
Q3 		$1.37M Buy
48,297
+1,786
+4% +$48K 0.36% 49
2024
Q2 		$1.24M Buy
46,511
+477
+1% +$12.5K 0.34% 49
2024
Q1 		$1.05M Buy
46,034
+22,549
+96% +$482K 0.3% 55
2023
Q4 		$512K Buy
23,485
+1,063
+5% +$22.6K 0.17% 65
2023
Q3 		$456K Buy
22,422
+429
+2% +$9.27K 0.21% 71
2023
Q2 		$459K Buy
+21,993
New +$489K 0.24% 58
2022
Q4 		– Sell
-699
Closed -$12K – 384
2022
Q3 		$12K Sell
699
-125
-15% -$2.21K 0.01% 274
2022
Q2 		$15K Hold
824
– – 0.01% 265
2022
Q1 		$19K Hold
824
– – 0.01% 244
2021
Q4 		$18K Hold
824
– – 0.01% 257
2021
Q3 		$17K Hold
824
– – 0.01% 225
2021
Q2 		$20K Hold
824
– – 0.01% 216
2021
Q1 		$19K Sell
824
-553
-40% -$13.5K 0.01% 199
2020
Q4 		$34K Buy
1,377
+410
+42% +$9.32K 0.03% 148
2020
Q3 		$21K Buy
+967
New +$22K 0.02% 165

Other funds holding SLV

KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
IAG
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Professional Financial Advisors's SLV Position: Q3 2026 in Review

Professional Financial Advisors reduced its iShares Silver Trust (SLV) stake by 2.7% in Q3 2026, selling an estimated $45K and leaving 28,977 shares worth $1.58M. The position accounts for 0.27% of the portfolio, ranked #63.

Professional Financial Advisors first reported a position in SLV in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.29M in Q3 2025. 121 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Professional Financial Advisors held 28,977 shares of iShares Silver Trust worth $1.58M as of Q3 2026.
  • Professional Financial Advisors sold 795 iShares Silver Trust shares in Q3 2026, an estimated $45K.
  • iShares Silver Trust made up 0.27% of Professional Financial Advisors's portfolio in Q3 2026, its #63 holding.
  • Professional Financial Advisors first reported a position in iShares Silver Trust in Q3 2020 and has held it in 23 quarters since.
  • Professional Financial Advisors's iShares Silver Trust position peaked at $2.29M in Q3 2025.
  • 121 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.