Stonehearth Capital Management’s iShares Silver Trust SLV Stock Holding History

Stonehearth Capital Management’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	$295K	Hold	5,512	–	–	0.1%	65
2026 Q1	$376K	Sell	5,512 -1,170	-18%	-$88.9K	0.15%	52
2025 Q4	$430K	Hold	6,682	–	–	0.16%	51
2025 Q3	$283K	Hold	6,682	–	–	0.11%	78
2025 Q2	$219K	Buy	+6,682	New	+$204K	0.09%	87
2022 Q2	–	Sell	-9,084	Closed	-$208K	–	81
2022 Q1	$208K	Sell	9,084 -201,107	-96%	-$4.47M	0.11%	69
2021 Q4	$4.52M	Buy	210,191 +15,541	+8%	+$336K	2.34%	13
2021 Q3	$3.99M	Buy	194,650 +423	+0.2%	+$9.51K	2.08%	13
2021 Q2	$4.7M	Buy	194,227 +9,933	+5%	+$246K	2.32%	13
2021 Q1	$4.18M	Buy	184,294 +3,121	+2%	+$76K	2.27%	13
2020 Q4	$4.45M	Buy	181,173 +5,474	+3%	+$125K	2.51%	13
2020 Q3	$3.8M	Sell	175,699 -91,158	-34%	-$2.07M	2.52%	13
2020 Q2	$5.72M	Buy	+266,857	New	+$4.08M	3.8%	10

Other funds holding SLV

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 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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Stonehearth Capital Management's SLV Position: Q2 2026 in Review

Stonehearth Capital Management held its iShares Silver Trust (SLV) position steady in Q2 2026 at 5,512 shares worth $295K. The position accounts for 0.1% of the portfolio, ranked #65.

Stonehearth Capital Management first reported a position in SLV in Q2 2020 and has held it in 13 quarters since. The position peaked at $5.72M in Q2 2020. 336 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Stonehearth Capital Management held 5,512 shares of iShares Silver Trust worth $295K as of Q2 2026.
Stonehearth Capital Management left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.1% of Stonehearth Capital Management's portfolio in Q2 2026, its #65 holding.
Stonehearth Capital Management first reported a position in iShares Silver Trust in Q2 2020 and has held it in 13 quarters since.
Stonehearth Capital Management's iShares Silver Trust position peaked at $5.72M in Q2 2020.
336 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.