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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.8K Sell
295
-241
-45% -$16K ﹤0.01% 271
2026
Q1
$36.5K Sell
536
-930
-63% -$70.7K 0.01% 164
2025
Q4
$94.4K Buy
+1,466
New +$73.4K 0.03% 110

Other funds holding SLV

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

Acumen Wealth Advisors reduced its iShares Silver Trust (SLV) stake by 45% in Q2 2026, selling an estimated $16K and leaving 295 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Acumen Wealth Advisors first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $94.4K in Q4 2025. 1,412 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Acumen Wealth Advisors held 295 shares of iShares Silver Trust worth $15.8K as of Q2 2026.
  • Acumen Wealth Advisors sold 241 iShares Silver Trust shares in Q2 2026, an estimated $16K.
  • iShares Silver Trust made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #271 holding.
  • Acumen Wealth Advisors first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's iShares Silver Trust position peaked at $94.4K in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.