180 Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

180 Wealth 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	$434K	Buy	8,108 +283	+4%	+$18.8K	0.04%	306
2026 Q1	$533K	Sell	7,825 -708	-8%	-$53.8K	0.06%	272
2025 Q4	$550K	Buy	8,533 +1,189	+16%	+$59.5K	0.06%	259
2025 Q3	$311K	Sell	7,344 -142	-2%	-$5.1K	0.04%	350
2025 Q2	$246K	Sell	7,486 -1,230	-14%	-$37.6K	0.03%	371
2025 Q1	$270K	Sell	8,716 -351	-4%	-$10.2K	0.04%	338
2024 Q4	$239K	Sell	9,067 -480	-5%	-$13.7K	0.04%	357
2024 Q3	$271K	Buy	9,547 +350	+4%	+$9.4K	0.04%	354
2024 Q2	$264K	Sell	9,197 -400	-4%	-$10.5K	0.04%	347
2024 Q1	$218K	Buy	+9,597	New	+$205K	0.04%	356
2023 Q3	–	Sell	-9,630	Closed	-$202K	–	384
2023 Q2	$202K	Buy	9,630 +255	+3%	+$5.67K	0.04%	331
2023 Q1	$207K	Buy	+9,375	New	+$194K	0.05%	330
2022 Q4	–	Sell	-10,397	Closed	-$182K	–	393
2022 Q3	$182K	Sell	10,397 -2,048	-16%	-$36.3K	0.05%	324
2022 Q2	$228K	Sell	12,445 -1,060	-8%	-$22.1K	0.06%	314
2022 Q1	$314K	Sell	13,505 -755	-5%	-$16.8K	0.07%	268
2021 Q4	$319K	Sell	14,260 -6,293	-31%	-$136K	0.07%	265
2021 Q3	$444K	Sell	20,553 -14,107	-41%	-$317K	0.1%	207
2021 Q2	$749K	Buy	34,660 +4,660	+16%	+$115K	0.17%	124
2021 Q1	$766K	Buy	30,000 +18,648	+164%	+$454K	0.19%	121
2020 Q4	$265K	Buy	+11,352	New	+$258K	0.08%	250

Other funds holding SLV

NHFG

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

WWM

Walser Wealth Management Tampa, Florida $241M AUM

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

180 Wealth Advisors's SLV Position: Q2 2026 in Review

180 Wealth Advisors increased its iShares Silver Trust (SLV) stake by 3.6% in Q2 2026, buying an estimated $18.8K and bringing the position to 8,108 shares worth $434K. The position accounts for 0.04% of the portfolio, ranked #306.

180 Wealth Advisors first reported a position in SLV in Q4 2020 and has held it in 20 quarters since. The position peaked at $766K in Q1 2021. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

180 Wealth Advisors held 8,108 shares of iShares Silver Trust worth $434K as of Q2 2026.
180 Wealth Advisors bought 283 iShares Silver Trust shares in Q2 2026, an estimated $18.8K.
iShares Silver Trust made up 0.04% of 180 Wealth Advisors's portfolio in Q2 2026, its #306 holding.
180 Wealth Advisors first reported a position in iShares Silver Trust in Q4 2020 and has held it in 20 quarters since.
180 Wealth Advisors's iShares Silver Trust position peaked at $766K in Q1 2021.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.