Sound Income Strategies’s iShares Silver Trust SLV Stock Holding History

Sound Income Strategies’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	$827K	Buy	15,468 +184	+1%	+$12.2K	0.04%	229
2026 Q1	$1.04M	Sell	15,284 -9,828	-39%	-$747K	0.05%	184
2025 Q4	$2.03M	Buy	25,112 +18,291	+268%	+$916K	0.1%	139
2025 Q3	$305K	Buy	6,821 +5,427	+389%	+$195K	0.02%	237
2025 Q2	$45.7K	Sell	1,394 -2,650	-66%	-$81.1K	﹤0.01%	542
2025 Q1	$125K	Sell	4,044 -1,852	-31%	-$53.8K	0.01%	360
2024 Q4	$155K	Sell	5,896 -580	-9%	-$16.6K	0.01%	285
2024 Q3	$184K	Buy	6,476 +860	+15%	+$23.1K	0.01%	260
2024 Q2	$149K	Buy	5,616 +1,727	+44%	+$45.4K	0.01%	265
2024 Q1	$88.5K	Sell	3,889 -1,260	-24%	-$26.9K	0.01%	332
2023 Q4	$112K	Buy	5,149 +2,149	+72%	+$45.7K	0.01%	269
2023 Q3	$61K	Buy	3,000 +450	+18%	+$9.72K	0.01%	285
2023 Q2	$53.3K	Buy	2,550 +650	+34%	+$14.5K	0.01%	294
2023 Q1	$42K	Sell	1,900 -1,000	-34%	-$20.7K	﹤0.01%	302
2022 Q4	$63.9K	Hold	2,900	–	–	0.01%	234
2022 Q3	$51K	Hold	2,900	–	–	0.01%	234
2022 Q2	$54K	Buy	2,900 +670	+30%	+$14K	0.01%	217
2022 Q1	$51K	Buy	2,230 +817	+58%	+$18.2K	0.01%	231
2021 Q4	$30K	Hold	1,413	–	–	﹤0.01%	304
2021 Q3	$29K	Hold	1,413	–	–	﹤0.01%	293
2021 Q2	$34K	Sell	1,413 -167	-11%	-$4.14K	﹤0.01%	277
2021 Q1	$35.9K	Buy	1,580 +1,400	+778%	+$34.1K	0.01%	264
2020 Q4	$4K	Buy	180 +13	+8%	+$296	﹤0.01%	633
2020 Q3	$4K	Sell	167 -117	-41%	-$2.66K	﹤0.01%	587
2020 Q2	$5K	Hold	284	–	–	﹤0.01%	508
2020 Q1	$4K	Buy	+284	New	+$4.46K	﹤0.01%	499
2019 Q3	–	Sell	-1,000	Closed	-$14K	–	760
2019 Q2	$14K	Hold	1,000	–	–	﹤0.01%	281
2019 Q1	$14K	Sell	1,000 -100	-9%	-$1.46K	0.01%	284
2018 Q4	$16K	Hold	1,100	–	–	0.01%	266
2018 Q3	$15K	Sell	1,100 -1,830	-62%	-$25.8K	0.01%	289
2018 Q2	$44K	Hold	2,930	–	–	0.03%	128
2018 Q1	$45K	Buy	2,930 +1,830	+166%	+$28.9K	0.03%	126
2017 Q4	$17K	Buy	+1,100	New	+$17.4K	0.01%	157

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

Sound Income Strategies's SLV Position: Q2 2026 in Review

Sound Income Strategies increased its iShares Silver Trust (SLV) stake by 1.2% in Q2 2026, buying an estimated $12.2K and bringing the position to 15,468 shares worth $827K. The position accounts for 0.04% of the portfolio, ranked #229.

Sound Income Strategies first reported a position in SLV in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.03M in Q4 2025. 470 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Sound Income Strategies held 15,468 shares of iShares Silver Trust worth $827K as of Q2 2026.
Sound Income Strategies bought 184 iShares Silver Trust shares in Q2 2026, an estimated $12.2K.
iShares Silver Trust made up 0.04% of Sound Income Strategies's portfolio in Q2 2026, its #229 holding.
Sound Income Strategies first reported a position in iShares Silver Trust in Q4 2017 and has held it in 33 quarters since.
Sound Income Strategies's iShares Silver Trust position peaked at $2.03M in Q4 2025.
470 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.