SBF
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Sara-Bay Financial’s iShares Silver Trust SLV Stock Holding History

Sara-Bay Financial’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 		$306K Hold
5,732
– – 0.08% 72
2026
Q1 		$391K Buy
+5,732
New +$436K 0.12% 59

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

Sara-Bay Financial's SLV Position: Q2 2026 in Review

Sara-Bay Financial held its iShares Silver Trust (SLV) position steady in Q2 2026 at 5,732 shares worth $306K. The position accounts for 0.08% of the portfolio, ranked #72.

Sara-Bay Financial first reported a position in SLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $391K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Sara-Bay Financial held 5,732 shares of iShares Silver Trust worth $306K as of Q2 2026.
  • Sara-Bay Financial left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up 0.08% of Sara-Bay Financial's portfolio in Q2 2026, its #72 holding.
  • Sara-Bay Financial first reported a position in iShares Silver Trust in Q1 2026 and has held it in 2 quarters since.
  • Sara-Bay Financial's iShares Silver Trust position peaked at $391K in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.