SFS
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Sowell Financial Services’s iShares Silver Trust SLV Stock Holding History

Sowell Financial Services’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 		$4.16M Sell
77,748
-70,208
-47% -$4.65M 0.14% 164
2026
Q1 		$10.1M Sell
147,956
-88,398
-37% -$6.72M 0.37% 48
2025
Q4 		$15.2M Sell
236,354
-17,176
-7% -$860K 0.56% 30
2025
Q3 		$10.7M Buy
253,530
+81,802
+48% +$2.94M 0.41% 44
2025
Q2 		$5.63M Buy
171,728
+84,926
+98% +$2.6M 0.23% 95
2025
Q1 		$2.69M Sell
86,802
-10,888
-11% -$316K 0.12% 170
2024
Q4 		$2.57M Buy
97,690
+25,113
+35% +$717K 0.14% 166
2024
Q3 		$2.06M Sell
72,577
-17,814
-20% -$479K 0.1% 230
2024
Q2 		$2.4M Sell
90,391
-2,022
-2% -$53.2K 0.11% 183
2024
Q1 		$2.1M Sell
92,413
-1,188
-1% -$25.4K 0.1% 225
2023
Q4 		$2.04M Sell
93,601
-12,263
-12% -$261K 0.11% 205
2023
Q3 		$2.15M Sell
105,864
-53,010
-33% -$1.15M 0.14% 170
2023
Q2 		$3.32M Buy
158,874
+43,317
+37% +$963K 0.19% 128
2023
Q1 		$2.56M Sell
115,557
-824,442
-88% -$17.1M 0.2% 119
2022
Q4 		$20.7M Buy
939,999
+796,528
+555% +$15.6M 1.34% 7
2022
Q3 		$2.51M Sell
143,471
-26,981
-16% -$478K 0.25% 108
2022
Q2 		$3.18M Buy
170,452
+116,248
+214% +$2.42M 0.29% 78
2022
Q1 		$1.24M Sell
54,204
-46,275
-46% -$1.03M 0.22% 76
2021
Q4 		$2.16M Sell
100,479
-1,947
-2% -$42.1K 0.12% 180
2021
Q3 		$2.1M Sell
102,426
-47,997
-32% -$1.08M 0.14% 169
2021
Q2 		$3.64M Sell
150,423
-610,592
-80% -$15.1M 0.24% 119
2021
Q1 		$19.3M Sell
761,015
-48,001
-6% -$1.17M 0.67% 25
2020
Q4 		$19.9M Buy
809,016
+667,054
+470% +$15.2M 0.85% 19
2020
Q3 		$3.07M Sell
141,962
-678,078
-83% -$15.4M 0.15% 124
2020
Q2 		$13.9M Buy
820,040
+743,800
+976% +$11.4M 0.77% 19
2020
Q1 		$995K Sell
76,240
-569,435
-88% -$8.95M 0.07% 249
2019
Q4 		$10.8M Sell
645,675
-86,581
-12% -$1.4M 0.82% 18
2019
Q3 		$11.7M Buy
+732,256
New +$11.6M 0.96% 12
2019
Q1 		$1.29M Buy
91,214
+73,430
+413% +$1.07M 0.14% 161
2018
Q4 		$258K Buy
17,784
+2,022
+13% +$27.6K 0.04% 416
2018
Q3 		$216K Sell
15,762
-965
-6% -$13.6K 0.03% 317
2018
Q2 		$236K Buy
16,727
+1,051
+7% +$16.4K 0.05% 251
2018
Q1 		$242K Buy
15,676
+3,083
+24% +$48.7K 0.06% 236
2017
Q4 		$201K Buy
12,593
+2,357
+23% +$37.2K 0.05% 243
2017
Q3 		$166K Buy
+10,236
New +$163K 0.04% 241
2017
Q1 		– Sell
-17,144
Closed -$292K – 520
2016
Q4 		$292K Buy
+17,144
New +$279K 0.1% 156

Other funds holding SLV

NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sowell Financial Services's SLV Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares Silver Trust (SLV) stake by 47% in Q2 2026, selling an estimated $4.65M and leaving 77,748 shares worth $4.16M. The position accounts for 0.14% of the portfolio, ranked #164.

Sowell Financial Services first reported a position in SLV in Q4 2016 and has held it in 36 quarters since. The position peaked at $20.7M in Q4 2022. 406 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Sowell Financial Services held 77,748 shares of iShares Silver Trust worth $4.16M as of Q2 2026.
  • Sowell Financial Services sold 70,208 iShares Silver Trust shares in Q2 2026, an estimated $4.65M.
  • iShares Silver Trust made up 0.14% of Sowell Financial Services's portfolio in Q2 2026, its #164 holding.
  • Sowell Financial Services first reported a position in iShares Silver Trust in Q4 2016 and has held it in 36 quarters since.
  • Sowell Financial Services's iShares Silver Trust position peaked at $20.7M in Q4 2022.
  • 406 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.