Valmark Advisers’s iShares Silver Trust SLV Stock Holding History

Valmark Advisers’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	$964K	Buy	18,026 +4,875	+37%	+$323K	0.01%	362
2026 Q1	$896K	Sell	13,151 -3,542	-21%	-$269K	0.01%	369
2025 Q4	$1.08M	Buy	16,693 +3,423	+26%	+$171K	0.01%	333
2025 Q3	$562K	Buy	13,270 +2,836	+27%	+$102K	0.01%	412
2025 Q2	$342K	Buy	+10,434	New	+$319K	﹤0.01%	513
2021 Q3	–	Sell	-8,892	Closed	-$215K	–	411
2021 Q2	$215K	Buy	+8,892	New	+$220K	﹤0.01%	372
2021 Q1	–	Sell	-8,813	Closed	-$217K	–	389
2020 Q4	$217K	Buy	+8,813	New	+$200K	﹤0.01%	330

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Valmark Advisers's SLV Position: Q2 2026 in Review

Valmark Advisers increased its iShares Silver Trust (SLV) stake by 37% in Q2 2026, buying an estimated $323K and bringing the position to 18,026 shares worth $964K. The position accounts for 0.01% of the portfolio, ranked #362.

Valmark Advisers first reported a position in SLV in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2025. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Valmark Advisers held 18,026 shares of iShares Silver Trust worth $964K as of Q2 2026.
Valmark Advisers bought 4,875 iShares Silver Trust shares in Q2 2026, an estimated $323K.
iShares Silver Trust made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #362 holding.
Valmark Advisers first reported a position in iShares Silver Trust in Q4 2020 and has held it in 7 quarters since.
Valmark Advisers's iShares Silver Trust position peaked at $1.08M in Q4 2025.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.