Spectrum Planning & Advisory Services’s iShares Silver Trust SLV Stock Holding History

Spectrum Planning & Advisory 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	–	Sell	-3,078	Closed	-$210K	–	129
2026 Q1	$210K	Sell	3,078 -7,506	-71%	-$570K	0.1%	109
2025 Q4	$682K	Sell	10,584 -6,715	-39%	-$336K	0.35%	48
2025 Q3	$733K	Buy	17,299 +2,925	+20%	+$105K	0.41%	46
2025 Q2	$472K	Hold	14,374	–	–	0.31%	55
2025 Q1	$445K	Hold	14,374	–	–	0.37%	44
2024 Q4	$378K	Hold	14,374	–	–	0.33%	42
2024 Q3	$408K	Buy	14,374 +4,039	+39%	+$109K	0.39%	35
2024 Q2	$273K	Buy	+10,335	New	+$272K	0.26%	45
2023 Q4	$225K	Hold	10,335	–	–	0.32%	44
2023 Q3	$210K	Hold	10,335	–	–	0.33%	39
2023 Q2	$217K	Hold	10,335	–	–	0.33%	36
2023 Q1	$229K	Hold	10,335	–	–	0.37%	32
2022 Q4	$228K	Buy	+10,335	New	+$202K	0.31%	36

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

Spectrum Planning & Advisory Services's SLV Position: Q2 2026 in Review

Spectrum Planning & Advisory Services sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 3,078 shares — an estimated $210K sold.

Spectrum Planning & Advisory Services first reported a position in SLV in Q4 2022 and held it in 13 quarters. The position peaked at $733K in Q3 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Spectrum Planning & Advisory Services reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 3,078 iShares Silver Trust shares in Q2 2026, an estimated $210K.
Spectrum Planning & Advisory Services first reported a position in iShares Silver Trust in Q4 2022 and held it in 13 quarters.
Spectrum Planning & Advisory Services's iShares Silver Trust position peaked at $733K in Q3 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.