Toth Financial Advisory’s iShares Silver Trust SLV Stock Holding History

Toth Financial Advisory’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	$58.5K	Hold	1,095	–	–	0.01%	363
2026 Q1	$74.6K	Hold	1,095	–	–	0.01%	311
2025 Q4	$70.5K	Hold	1,095	–	–	0.01%	307
2025 Q3	$46.4K	Hold	1,095	–	–	0.01%	361
2025 Q2	$35.9K	Hold	1,095	–	–	﹤0.01%	358
2025 Q1	$33.9K	Hold	1,095	–	–	﹤0.01%	335
2024 Q4	$28.8K	Hold	1,095	–	–	﹤0.01%	359
2024 Q3	$31.1K	Sell	1,095 -200	-15%	-$5.37K	﹤0.01%	340
2024 Q2	$34.4K	Hold	1,295	–	–	﹤0.01%	327
2024 Q1	$29.5K	Hold	1,295	–	–	﹤0.01%	352
2023 Q4	$28.2K	Hold	1,295	–	–	﹤0.01%	348
2023 Q3	$26.3K	Hold	1,295	–	–	﹤0.01%	334
2023 Q2	$27.1K	Hold	1,295	–	–	﹤0.01%	345
2023 Q1	$28.6K	Hold	1,295	–	–	﹤0.01%	341
2022 Q4	$28.5K	Hold	1,295	–	–	﹤0.01%	344
2022 Q3	$23K	Hold	1,295	–	–	﹤0.01%	359
2022 Q2	$24K	Hold	1,295	–	–	﹤0.01%	351
2022 Q1	$30K	Sell	1,295 -250	-16%	-$5.56K	﹤0.01%	339
2021 Q4	$33K	Buy	1,545 +345	+29%	+$7.45K	﹤0.01%	336
2021 Q3	$25K	Hold	1,200	–	–	﹤0.01%	370
2021 Q2	$29K	Sell	1,200 -50	-4%	-$1.24K	﹤0.01%	334
2021 Q1	$28K	Buy	1,250 +250	+25%	+$6.09K	﹤0.01%	340
2020 Q4	$25K	Hold	1,000	–	–	﹤0.01%	317
2020 Q3	$22K	Buy	1,000 +400	+67%	+$9.09K	﹤0.01%	307
2020 Q2	$10K	Buy	600 +100	+20%	+$1.53K	﹤0.01%	356
2020 Q1	$7K	Sell	500 -100	-17%	-$1.57K	﹤0.01%	307
2019 Q4	$10K	Hold	600	–	–	﹤0.01%	301
2019 Q3	$10K	Buy	600 +100	+20%	+$1.59K	﹤0.01%	317
2019 Q2	$7K	Hold	500	–	–	﹤0.01%	344
2019 Q1	$7K	Hold	500	–	–	﹤0.01%	323
2018 Q4	$7K	Hold	500	–	–	﹤0.01%	308
2018 Q3	$7K	Hold	500	–	–	﹤0.01%	339
2018 Q2	$8K	Hold	500	–	–	﹤0.01%	328
2018 Q1	$8K	Buy	+500	New	+$7.89K	﹤0.01%	331

Other funds holding SLV

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Toth Financial Advisory's SLV Position: Q2 2026 in Review

Toth Financial Advisory held its iShares Silver Trust (SLV) position steady in Q2 2026 at 1,095 shares worth $58.5K. The position accounts for 0.01% of the portfolio, ranked #363.

Toth Financial Advisory first reported a position in SLV in Q1 2018 and has held it in 34 quarters since. The position peaked at $74.6K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Toth Financial Advisory held 1,095 shares of iShares Silver Trust worth $58.5K as of Q2 2026.
Toth Financial Advisory left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #363 holding.
Toth Financial Advisory first reported a position in iShares Silver Trust in Q1 2018 and has held it in 34 quarters since.
Toth Financial Advisory's iShares Silver Trust position peaked at $74.6K in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.