Strategic Financial Concepts’s iShares Silver Trust SLV Stock Holding History

Strategic Financial Concepts’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	-3,182	Closed	-$217K	–	303
2026 Q1	$217K	Sell	3,182 -435	-12%	-$33.1K	0.05%	271
2025 Q4	$233K	Buy	+3,617	New	+$181K	0.21%	104
2024 Q3	–	Sell	-119,276	Closed	-$14K	–	656
2024 Q2	$14K	Buy	+119,276	New	+$3.14M	0.01%	378
2023 Q4	–	Sell	-38,858	Closed	-$790K	–	246
2023 Q3	$790K	Sell	38,858 -1,447	-4%	-$31.3K	0.27%	92
2023 Q2	$842K	Buy	+40,305	New	+$896K	0.31%	80

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

Strategic Financial Concepts's SLV Position: Q2 2026 in Review

Strategic Financial Concepts sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 3,182 shares — an estimated $217K sold.

Strategic Financial Concepts first reported a position in SLV in Q2 2023 and held it in 5 quarters. The position peaked at $842K in Q2 2023. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Strategic Financial Concepts reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Strategic Financial Concepts sold 3,182 iShares Silver Trust shares in Q2 2026, an estimated $217K.
Strategic Financial Concepts first reported a position in iShares Silver Trust in Q2 2023 and held it in 5 quarters.
Strategic Financial Concepts's iShares Silver Trust position peaked at $842K in Q2 2023.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.