SS&H Financial Advisors’s iShares Silver Trust SLV Stock Holding History

SS&H Financial Advisors’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	$538K	Buy	+10,066	New	+$667K	0.14%	92
2025 Q4	$648K	Hold	10,066	–	–	0.19%	80
2025 Q3	$426K	Hold	10,066	–	–	0.13%	102
2025 Q2	$330K	Hold	10,066	–	–	0.11%	104
2025 Q1	$312K	Hold	10,066	–	–	0.12%	107
2024 Q4	$266K	Hold	10,066	–	–	0.1%	113
2024 Q3	$286K	Sell	10,066 -104	-1%	-$2.79K	0.1%	116
2024 Q2	$270K	Buy	10,170 +104	+1%	+$2.73K	0.11%	113
2024 Q1	$229K	Hold	10,066	–	–	0.1%	112
2023 Q4	$219K	Hold	10,066	–	–	0.09%	115
2023 Q3	$205K	Buy	+10,066	New	+$218K	0.1%	116
2023 Q1	$223K	Hold	10,066	–	–	0.1%	116
2022 Q4	$222K	Buy	+10,066	New	+$197K	0.11%	112
2022 Q2	–	Sell	-10,066	Closed	-$230K	–	126
2022 Q1	$230K	Buy	+10,066	New	+$224K	0.09%	125

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SS&H Financial Advisors's SLV Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in iShares Silver Trust (SLV) in Q2 2026: 10,066 shares worth $538K. The stake represents 0.14% of the portfolio and ranks #92 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in SLV as recently as Q4 2025.

SS&H Financial Advisors first reported a position in SLV in Q1 2022 and has held it in 14 quarters since. The position peaked at $648K in Q4 2025. 1,423 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

SS&H Financial Advisors held 10,066 shares of iShares Silver Trust worth $538K as of Q2 2026.
iShares Silver Trust was a new SS&H Financial Advisors position in Q2 2026.
iShares Silver Trust made up 0.14% of SS&H Financial Advisors's portfolio in Q2 2026, its #92 holding.
SS&H Financial Advisors first reported a position in iShares Silver Trust in Q1 2022 and has held it in 14 quarters since.
SS&H Financial Advisors's iShares Silver Trust position peaked at $648K in Q4 2025.
1,423 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.