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Ulland Investment Advisors’s iShares Silver Trust SLV Stock Holding History

Ulland Investment 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
Q2 		$37K Buy
+700
New +$46.4K 0.03% 135
2022
Q2 		– Sell
-1,000
Closed -$23K – 271
2022
Q1 		$23K Hold
1,000
– – 0.02% 145
2021
Q4 		$22K Buy
+1,000
New +$21.6K 0.01% 141

Other funds holding SLV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Ulland Investment Advisors's SLV Position: Q2 2026 in Review

Ulland Investment Advisors opened a new position in iShares Silver Trust (SLV) in Q2 2026: 700 shares worth $37K. The stake represents 0.03% of the portfolio and ranks #135 among its holdings. This is a return to the name: Ulland Investment Advisors previously reported a position in SLV as recently as Q1 2022.

Ulland Investment Advisors first reported a position in SLV in Q4 2021 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Ulland Investment Advisors held 700 shares of iShares Silver Trust worth $37K as of Q2 2026.
  • iShares Silver Trust was a new Ulland Investment Advisors position in Q2 2026.
  • iShares Silver Trust made up 0.03% of Ulland Investment Advisors's portfolio in Q2 2026, its #135 holding.
  • Ulland Investment Advisors first reported a position in iShares Silver Trust in Q4 2021 and has held it in 3 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.