AWM
SLV icon

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

Avior 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 		$1.88M Sell
35,165
-1,748
-5% -$116K 0.05% 252
2026
Q1 		$2.52M Sell
36,913
-9,341
-20% -$710K 0.07% 218
2025
Q4 		$2.98M Sell
46,254
-4,868
-10% -$244K 0.09% 163
2025
Q3 		$2.17M Sell
51,122
-3,045
-6% -$109K 0.07% 183
2025
Q2 		$1.78M Sell
54,167
-4,568
-8% -$140K 0.06% 195
2025
Q1 		$1.82M Sell
58,735
-5,732
-9% -$167K 0.07% 187
2024
Q4 		$1.7M Buy
64,467
+5,101
+9% +$146K 0.06% 194
2024
Q3 		$1.69M Sell
59,366
-6,152
-9% -$165K 0.07% 187
2024
Q2 		$1.74M Sell
65,518
-10,836
-14% -$285K 0.07% 176
2024
Q1 		$1.74M Sell
76,354
-16,225
-18% -$347K 0.08% 177
2023
Q4 		$2.02M Sell
92,579
-72,810
-44% -$1.55M 0.12% 132
2023
Q3 		$3.36M Sell
165,389
-1,260
-0.8% -$27.2K 0.23% 82
2023
Q2 		$3.48M Buy
166,649
+303
+0.2% +$6.74K 0.23% 84
2023
Q1 		$3.68M Buy
166,346
+8,664
+5% +$179K 0.25% 78
2022
Q4 		$3.47M Buy
157,682
+6,824
+5% +$134K 0.26% 80
2022
Q3 		$2.64M Buy
150,858
+10,558
+8% +$187K 0.22% 91
2022
Q2 		$2.62M Sell
140,300
-645
-0.5% -$13.4K 0.26% 80
2022
Q1 		$3.22M Buy
140,945
+5,708
+4% +$127K 0.28% 76
2021
Q4 		$2.91M Buy
135,237
+9,167
+7% +$198K 0.24% 87
2021
Q3 		$2.59M Buy
126,070
+17,423
+16% +$392K 0.21% 92
2021
Q2 		$2.63M Buy
108,647
+4,696
+5% +$116K 0.26% 86
2021
Q1 		$2.36M Buy
103,951
+6,733
+7% +$164K 0.25% 91
2020
Q4 		$2.39M Buy
97,218
+17,981
+23% +$409K 0.29% 81
2020
Q3 		$1.71M Sell
79,237
-15,365
-16% -$349K 0.24% 95
2020
Q2 		$1.61M Buy
94,602
+4,653
+5% +$71.1K 0.25% 96
2020
Q1 		$1.17M Buy
89,949
+19,071
+27% +$300K 0.23% 109
2019
Q4 		$1.18M Buy
70,878
+17,785
+33% +$288K 0.19% 118
2019
Q3 		$845K Buy
53,093
+5,292
+11% +$84.2K 0.15% 142
2019
Q2 		$685K Buy
47,801
+7,042
+17% +$98.3K 0.12% 166
2019
Q1 		$577K Buy
40,759
+767
+2% +$11.2K 0.12% 174
2018
Q4 		$580K Buy
39,992
+2,538
+7% +$34.7K 0.14% 152
2018
Q3 		$514K Buy
37,454
+5,416
+17% +$76.4K 0.11% 182
2018
Q2 		$485K Buy
32,038
+1,973
+7% +$30.7K 0.11% 172
2018
Q1 		$463K Buy
30,065
+1,070
+4% +$16.9K 0.11% 178
2017
Q4 		$464K Buy
28,995
+2,885
+11% +$45.5K 0.1% 182
2017
Q3 		$411K Buy
26,110
+2,128
+9% +$33.9K 0.14% 115
2017
Q2 		$377K Buy
23,982
+12,960
+118% +$211K 0.15% 98
2017
Q1 		$190K Buy
11,022
+7,414
+205% +$123K 0.06% 149
2016
Q4 		$55K Buy
3,608
+773
+27% +$12.6K 0.02% 207
2016
Q3 		$52K Buy
2,835
+1,042
+58% +$19.4K 0.02% 221
2016
Q2 		$32K Buy
1,793
+493
+38% +$7.89K 0.01% 242
2016
Q1 		$19K Buy
+1,300
New +$18.5K 0.01% 294
2015
Q3 		– Sell
-525
Closed -$8K – 420
2015
Q2 		$8K Hold
525
– – 0.01% 279
2015
Q1 		$8K Hold
525
– – 0.01% 263
2014
Q4 		$8K Hold
525
– – 0.01% 241
2014
Q3 		$9K Hold
525
– – 0.01% 237
2014
Q2 		$11K Hold
525
– – 0.01% 236
2014
Q1 		$10K Buy
+525
New +$10.3K 0.01% 232

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

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

Avior Wealth Management reduced its iShares Silver Trust (SLV) stake by 4.7% in Q2 2026, selling an estimated $116K and leaving 35,165 shares worth $1.88M. The position accounts for 0.05% of the portfolio, ranked #252.

Avior Wealth Management first reported a position in SLV in Q1 2014 and has held it in 48 quarters since. The position peaked at $3.68M in Q1 2023. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Avior Wealth Management held 35,165 shares of iShares Silver Trust worth $1.88M as of Q2 2026.
  • Avior Wealth Management sold 1,748 iShares Silver Trust shares in Q2 2026, an estimated $116K.
  • iShares Silver Trust made up 0.05% of Avior Wealth Management's portfolio in Q2 2026, its #252 holding.
  • Avior Wealth Management first reported a position in iShares Silver Trust in Q1 2014 and has held it in 48 quarters since.
  • Avior Wealth Management's iShares Silver Trust position peaked at $3.68M in Q1 2023.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.