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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

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
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.