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

NHFG

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

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

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

Valeo Financial Advisors's SLV Position: Q2 2026 in Review

Valeo Financial Advisors reduced its iShares Silver Trust (SLV) stake by 9% in Q2 2026, selling an estimated $172K and leaving 26,223 shares worth $1.4M. 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 33 quarters since. The position peaked at $1.96M in Q1 2026. 406 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Valeo Financial Advisors held 26,223 shares of iShares Silver Trust worth $1.4M as of Q2 2026.
Valeo Financial Advisors sold 2,599 iShares Silver Trust shares in Q2 2026, an estimated $172K.
iShares Silver Trust made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #246 holding.
Valeo Financial Advisors first reported a position in iShares Silver Trust in Q3 2017 and has held it in 33 quarters since.
Valeo Financial Advisors's iShares Silver Trust position peaked at $1.96M in Q1 2026.
406 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.