Southland Equity Partners’s iShares Silver Trust SLV Stock Holding History

Southland Equity Partners’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	$333K	Sell	6,226 -183	-3%	-$12.1K	0.06%	228
2026 Q1	$437K	Buy	6,409 +2,718	+74%	+$207K	0.09%	165
2025 Q4	$238K	Buy	+3,691	New	+$185K	0.05%	227
2022 Q1	–	Sell	-10,070	Closed	-$217K	–	189
2021 Q4	$217K	Buy	+10,070	New	+$218K	0.09%	159

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

Southland Equity Partners's SLV Position: Q2 2026 in Review

Southland Equity Partners reduced its iShares Silver Trust (SLV) stake by 2.9% in Q2 2026, selling an estimated $12.1K and leaving 6,226 shares worth $333K. The position accounts for 0.06% of the portfolio, ranked #228.

Southland Equity Partners first reported a position in SLV in Q4 2021 and has held it in 4 quarters since. The position peaked at $437K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Southland Equity Partners held 6,226 shares of iShares Silver Trust worth $333K as of Q2 2026.
Southland Equity Partners sold 183 iShares Silver Trust shares in Q2 2026, an estimated $12.1K.
iShares Silver Trust made up 0.06% of Southland Equity Partners's portfolio in Q2 2026, its #228 holding.
Southland Equity Partners first reported a position in iShares Silver Trust in Q4 2021 and has held it in 4 quarters since.
Southland Equity Partners's iShares Silver Trust position peaked at $437K in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.