ARS Wealth Advisors Group’s iShares Silver Trust SLV Stock Holding History

ARS Wealth Advisors Group’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 Q1	–	Sell	-4,400	Closed	-$283K	–	212
2025 Q4	$283K	Sell	4,400 -6,400	-59%	-$320K	0.03%	151
2025 Q3	$458K	Sell	10,800 -27,000	-71%	-$970K	0.05%	117
2025 Q2	$1.24M	Buy	37,800 +6,800	+22%	+$208K	0.14%	65
2025 Q1	$961K	Sell	31,000 -7,700	-20%	-$224K	0.14%	63
2024 Q4	$1.02M	Buy	+38,700	New	+$1.11M	0.14%	66

Other funds holding SLV

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NHFG

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

ARS Wealth Advisors Group's SLV Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its iShares Silver Trust (SLV) stake by 0.24% in Q2 2026, buying an estimated $14.1K and bringing the position to 89,079 shares worth $4.76M. The position accounts for 0.37% of the portfolio, ranked #49.

ARS Wealth Advisors Group first reported a position in SLV in Q1 2022 and has held it in 17 quarters since. The position peaked at $11.6M in Q4 2025. 515 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

ARS Wealth Advisors Group held 89,079 shares of iShares Silver Trust worth $4.76M as of Q2 2026.
ARS Wealth Advisors Group bought 213 iShares Silver Trust shares in Q2 2026, an estimated $14.1K.
iShares Silver Trust made up 0.37% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #49 holding.
ARS Wealth Advisors Group first reported a position in iShares Silver Trust in Q1 2022 and has held it in 17 quarters since.
ARS Wealth Advisors Group's iShares Silver Trust position peaked at $11.6M in Q4 2025.
515 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.