Adamsbrown Wealth Consultants’s iShares Silver Trust SLV Stock Holding History

Adamsbrown Wealth Consultants’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	$294K	Sell	5,496 -13,481	-71%	-$894K	0.06%	123
2026 Q1	$1.29M	Buy	18,977 +5,748	+43%	+$437K	0.34%	37
2025 Q4	$852K	Buy	13,229 +7,671	+138%	+$384K	0.24%	44
2025 Q3	$235K	Buy	+5,558	New	+$200K	0.06%	103

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

Adamsbrown Wealth Consultants's SLV Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its iShares Silver Trust (SLV) stake by 71% in Q2 2026, selling an estimated $894K and leaving 5,496 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #123.

Adamsbrown Wealth Consultants first reported a position in SLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.29M in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Adamsbrown Wealth Consultants held 5,496 shares of iShares Silver Trust worth $294K as of Q2 2026.
Adamsbrown Wealth Consultants sold 13,481 iShares Silver Trust shares in Q2 2026, an estimated $894K.
iShares Silver Trust made up 0.06% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #123 holding.
Adamsbrown Wealth Consultants first reported a position in iShares Silver Trust in Q3 2025 and has held it in 4 quarters since.
Adamsbrown Wealth Consultants's iShares Silver Trust position peaked at $1.29M in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.