Teamwork Financial Advisors’s iShares Silver Trust SLV Stock Holding History

Teamwork 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 Q3	–	Sell	-4,311	Closed	-$231K	–	230
2026 Q2	$231K	Sell	4,311 -70	-2%	-$4.64K	0.02%	180
2026 Q1	$299K	Buy	+4,381	New	+$333K	0.03%	181
2021 Q2	–	Sell	-10,359	Closed	-$235K	–	258
2021 Q1	$235K	Buy	+10,359	New	+$252K	0.06%	212
2020 Q4	–	Sell	-40,225	Closed	-$870K	–	206
2020 Q3	$870K	Buy	+40,225	New	+$914K	0.27%	81

Other funds holding SLV

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Teamwork Financial Advisors's SLV Position: Q3 2026 in Review

Teamwork Financial Advisors sold out of iShares Silver Trust (SLV) in Q3 2026, closing a stake of 4,311 shares — an estimated $231K sold.

Teamwork Financial Advisors first reported a position in SLV in Q3 2020 and held it in 4 quarters. The position peaked at $870K in Q3 2020. 440 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Teamwork Financial Advisors reported no remaining iShares Silver Trust position as of Q3 2026 after selling out during the quarter.
Teamwork Financial Advisors sold 4,311 iShares Silver Trust shares in Q3 2026, an estimated $231K.
Teamwork Financial Advisors first reported a position in iShares Silver Trust in Q3 2020 and held it in 4 quarters.
Teamwork Financial Advisors's iShares Silver Trust position peaked at $870K in Q3 2020.
440 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.