Strategic Investment Solutions’s iShares Silver Trust SLV Stock Holding History

Strategic Investment Solutions’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	$4.56M	Sell	85,327 -22,999	-21%	-$1.52M	1.04%	23
2026 Q1	$7.38M	Sell	108,326 -7,451	-6%	-$566K	1.78%	13
2025 Q4	$7.36M	Buy	115,777 +7,327	+7%	+$367K	1.77%	12
2025 Q3	$4.6M	Buy	108,450 +56,235	+108%	+$2.02M	1.22%	19
2025 Q2	$1.71M	Buy	52,215 +20,875	+67%	+$638K	0.52%	42
2025 Q1	$971K	Buy	31,340 +1,245	+4%	+$36.2K	0.28%	52
2024 Q4	$770K	Buy	30,095 +413	+1%	+$11.8K	0.26%	54
2024 Q3	$843K	Buy	29,682 +20,779	+233%	+$558K	0.25%	56
2024 Q2	$224K	Buy	+8,903	New	+$234K	0.07%	91
2023 Q4	$433K	Sell	19,863 -221,381	-92%	-$4.71M	0.08%	117
2023 Q3	$5.2M	Buy	241,244 +238,341	+8,210%	+$5.15M	0.06%	139
2023 Q2	$63.7K	Sell	2,903 -9,857	-77%	-$219K	0.01%	272
2023 Q1	$282K	Buy	12,760 +508	+4%	+$10.5K	0.06%	145
2022 Q4	$264K	Buy	+12,252	New	+$240K	0.13%	77

Other funds holding SLV

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return