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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
2021
Q2 		– Sell
-100
Closed -$2K – 738
2021
Q1 		$2K Hold
100
– – ﹤0.01% 609
2020
Q4 		$2K Hold
100
– – ﹤0.01% 548
2020
Q3 		$2K Buy
+100
New +$2.27K ﹤0.01% 494

Other funds holding SLV

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Toth Financial Advisory's SLV Position: Q3 2026 in Review

Toth Financial Advisory increased its iShares Silver Trust (SLV) stake by 4.6% in Q3 2026, buying an estimated $2.83K and bringing the position to 1,145 shares worth $62.4K. The position accounts for 0.01% of the portfolio, ranked #348.

Toth Financial Advisory first reported a position in SLV in Q1 2018 and has held it in 35 quarters since. The position peaked at $74.6K in Q1 2026. 72 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Toth Financial Advisory held 1,145 shares of iShares Silver Trust worth $62.4K as of Q3 2026.
  • Toth Financial Advisory bought 50 iShares Silver Trust shares in Q3 2026, an estimated $2.83K.
  • iShares Silver Trust made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #348 holding.
  • Toth Financial Advisory first reported a position in iShares Silver Trust in Q1 2018 and has held it in 35 quarters since.
  • Toth Financial Advisory's iShares Silver Trust position peaked at $74.6K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.