Atlantic Edge Private Wealth Management’s iShares Silver Trust SLV Stock Holding History

Atlantic Edge Private 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	$84.2K	Sell	1,575 -25	-2%	-$1.66K	0.02%	211
2026 Q1	$109K	Buy	1,600 +50	+3%	+$3.8K	0.03%	177
2025 Q4	$99.9K	Hold	1,550	–	–	0.02%	172
2025 Q3	$65.7K	Hold	1,550	–	–	0.02%	198
2025 Q2	$50.9K	Hold	1,550	–	–	0.01%	214
2025 Q1	$48K	Hold	1,550	–	–	0.01%	208
2024 Q4	$40.8K	Hold	1,550	–	–	0.01%	215
2024 Q3	$44K	Hold	1,550	–	–	0.01%	213
2024 Q2	$41.2K	Hold	1,550	–	–	0.01%	206
2024 Q1	$35.3K	Hold	1,550	–	–	0.01%	215
2023 Q4	$33.8K	Buy	+1,550	New	+$33K	0.01%	204

Other funds holding SLV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

VSI

Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

PAG

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Atlantic Edge Private Wealth Management's SLV Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its iShares Silver Trust (SLV) stake by 1.6% in Q2 2026, selling an estimated $1.66K and leaving 1,575 shares worth $84.2K. The position accounts for 0.02% of the portfolio, ranked #211.

Atlantic Edge Private Wealth Management first reported a position in SLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $109K in Q1 2026. 600 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Atlantic Edge Private Wealth Management held 1,575 shares of iShares Silver Trust worth $84.2K as of Q2 2026.
Atlantic Edge Private Wealth Management sold 25 iShares Silver Trust shares in Q2 2026, an estimated $1.66K.
iShares Silver Trust made up 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #211 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares Silver Trust in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's iShares Silver Trust position peaked at $109K in Q1 2026.
600 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.