VisionPoint Advisory Group’s iShares Silver Trust SLV Stock Holding History

VisionPoint Advisory Group’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 Q3	–	Sell	-20,155	Closed	-$1.08M	–	500
2026 Q2	$1.08M	Buy	+20,155	New	+$1.34M	0.18%	133
2024 Q1	–	Sell	-107	Closed	-$2.33K	–	857
2023 Q4	$2.33K	Sell	107 -1,112	-91%	-$23.7K	﹤0.01%	600
2023 Q3	$24.8K	Buy	+1,219	New	+$26.3K	0.01%	340
2021 Q3	–	Sell	-286,972	Closed	-$6.95M	–	109
2021 Q2	$6.95M	Buy	286,972 +197,691	+221%	+$4.9M	3.1%	7
2021 Q1	$2.03M	Buy	+89,281	New	+$2.17M	0.97%	35

Other funds holding SLV

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

VisionPoint Advisory Group's SLV Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of iShares Silver Trust (SLV) in Q3 2026, closing a stake of 20,155 shares — an estimated $1.08M sold.

VisionPoint Advisory Group first reported a position in SLV in Q1 2021 and held it in 5 quarters. The position peaked at $6.95M in Q2 2021. 317 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

VisionPoint Advisory Group reported no remaining iShares Silver Trust position as of Q3 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 20,155 iShares Silver Trust shares in Q3 2026, an estimated $1.08M.
VisionPoint Advisory Group first reported a position in iShares Silver Trust in Q1 2021 and held it in 5 quarters.
VisionPoint Advisory Group's iShares Silver Trust position peaked at $6.95M in Q2 2021.
317 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.