Avidian Wealth Enterprises’s iShares Silver Trust SLV Stock Holding History

Avidian Wealth Enterprises’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	$904K	Buy	16,908 +5,832	+53%	+$387K	0.03%	343
2026 Q1	$755K	Buy	11,076 +252	+2%	+$19.1K	0.02%	347
2025 Q4	$697K	Buy	10,824 +1,296	+14%	+$64.9K	0.03%	295
2025 Q3	$404K	Buy	+9,528	New	+$342K	0.02%	410
2024 Q4	–	Sell	-7,079	Closed	-$201K	–	536
2024 Q3	$201K	Buy	+7,079	New	+$190K	0.01%	481
2021 Q4	–	Sell	-21,213	Closed	-$435K	–	562
2021 Q3	$435K	Buy	+21,213	New	+$477K	0.03%	237

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

Avidian Wealth Enterprises's SLV Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares Silver Trust (SLV) stake by 53% in Q2 2026, buying an estimated $387K and bringing the position to 16,908 shares worth $904K. The position accounts for 0.03% of the portfolio, ranked #343.

Avidian Wealth Enterprises first reported a position in SLV in Q3 2021 and has held it in 6 quarters since. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Avidian Wealth Enterprises held 16,908 shares of iShares Silver Trust worth $904K as of Q2 2026.
Avidian Wealth Enterprises bought 5,832 iShares Silver Trust shares in Q2 2026, an estimated $387K.
iShares Silver Trust made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #343 holding.
Avidian Wealth Enterprises first reported a position in iShares Silver Trust in Q3 2021 and has held it in 6 quarters since.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.