Abound Wealth Management’s iShares Silver Trust SLV Stock Holding History

Abound Wealth Management’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	$52.4K	Hold	980	–	–	0.01%	230
2026 Q1	$66.8K	Hold	980	–	–	0.02%	198
2025 Q4	$63.1K	Sell	980 -109	-10%	-$5.46K	0.01%	195
2025 Q3	$46.1K	Buy	1,089 +109	+11%	+$3.91K	0.01%	219
2025 Q2	$32.2K	Hold	980	–	–	0.01%	265
2025 Q1	$30.4K	Hold	980	–	–	0.01%	248
2024 Q4	$25.8K	Hold	980	–	–	0.01%	248
2024 Q3	$27.8K	Hold	980	–	–	0.01%	240
2024 Q2	$26K	Hold	980	–	–	0.01%	223
2024 Q1	$22.3K	Hold	980	–	–	0.01%	228
2023 Q4	$21.3K	Hold	980	–	–	0.01%	243
2023 Q3	$19.9K	Hold	980	–	–	0.01%	222
2023 Q2	$20.5K	Hold	980	–	–	0.01%	214
2023 Q1	$21.7K	Hold	980	–	–	0.01%	202
2022 Q4	$21.6K	Sell	980 -1,072	-52%	-$21K	0.01%	186
2022 Q3	$35.9K	Buy	+2,052	New	+$36.4K	0.02%	145

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

Abound Wealth Management's SLV Position: Q2 2026 in Review

Abound Wealth Management held its iShares Silver Trust (SLV) position steady in Q2 2026 at 980 shares worth $52.4K. The position accounts for 0.01% of the portfolio, ranked #230.

Abound Wealth Management first reported a position in SLV in Q3 2022 and has held it in 16 quarters since. The position peaked at $66.8K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Abound Wealth Management held 980 shares of iShares Silver Trust worth $52.4K as of Q2 2026.
Abound Wealth Management left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #230 holding.
Abound Wealth Management first reported a position in iShares Silver Trust in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's iShares Silver Trust position peaked at $66.8K in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.