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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
2021
Q4 		– Sell
-4
Closed -$1K – 881
2021
Q3 		$1K Buy
4
+2
+100% +$45 ﹤0.01% 782
2021
Q2 		$1K Sell
2
-2
-50% -$50 ﹤0.01% 827
2021
Q1 		$1.43K Buy
+4
New +$97 ﹤0.01% 802

Other funds holding SLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 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. 999 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.
  • 999 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.