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

Valeo 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
Q2 		– Sell
-3,500
Closed -$238K – 878
2026
Q1 		$238K Buy
3,500
+200
+6% +$15.2K 0.01% 632
2025
Q4 		$213K Buy
+3,300
New +$165K ﹤0.01% 735
2025
Q1 		– Sell
-1,800
Closed -$47.4K – 758
2024
Q4 		$47.4K Buy
+1,800
New +$51.4K ﹤0.01% 719

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

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

Valeo Financial Advisors increased its iShares Silver Trust (SLV) stake by 0.85% in Q3 2026, buying an estimated $12.7K and bringing the position to 26,447 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #246.

Valeo Financial Advisors first reported a position in SLV in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.96M in Q1 2026. 72 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Valeo Financial Advisors held 26,447 shares of iShares Silver Trust worth $1.44M as of Q3 2026.
  • Valeo Financial Advisors bought 224 iShares Silver Trust shares in Q3 2026, an estimated $12.7K.
  • iShares Silver Trust made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #246 holding.
  • Valeo Financial Advisors first reported a position in iShares Silver Trust in Q3 2017 and has held it in 34 quarters since.
  • Valeo Financial Advisors's iShares Silver Trust position peaked at $1.96M in Q1 2026.
  • 72 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

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