AWM
SLV icon

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

Alterna 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 		$795K Sell
14,871
-9,533
-39% -$632K 0.46% 55
2026
Q1 		$1.66M Buy
24,404
+14,499
+146% +$1.1M 1.26% 26
2025
Q4 		$638K Sell
9,905
-1,214
-11% -$60.8K 0.53% 49
2025
Q3 		$471K Buy
+11,119
New +$399K 0.39% 61

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
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

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

Alterna Wealth Management reduced its iShares Silver Trust (SLV) stake by 39% in Q2 2026, selling an estimated $632K and leaving 14,871 shares worth $795K. The position accounts for 0.46% of the portfolio, ranked #55.

Alterna Wealth Management first reported a position in SLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.66M in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Alterna Wealth Management held 14,871 shares of iShares Silver Trust worth $795K as of Q2 2026.
  • Alterna Wealth Management sold 9,533 iShares Silver Trust shares in Q2 2026, an estimated $632K.
  • iShares Silver Trust made up 0.46% of Alterna Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Alterna Wealth Management first reported a position in iShares Silver Trust in Q3 2025 and has held it in 4 quarters since.
  • Alterna Wealth Management's iShares Silver Trust position peaked at $1.66M in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.