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B. Riley Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

B. Riley Wealth Advisors’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 		$2.76M Buy
52,416
+269
+0.5% +$17.8K 0.15% 142
2026
Q1 		$3.31M Sell
52,147
-39,368
-43% -$2.99M 0.21% 114
2025
Q4 		$5.9M Sell
91,515
-771
-0.8% -$38.6K 0.27% 79
2025
Q3 		$3.91M Buy
92,286
+767
+0.8% +$27.5K 0.18% 118
2025
Q2 		$3M Buy
+91,519
New +$2.8M 0.14% 152
2024
Q4 		$1.85M Sell
70,286
-7,915
-10% -$226K 0.06% 292
2024
Q3 		$2.26M Sell
78,201
-12,069
-13% -$324K 0.06% 293
2024
Q2 		$2.4M Sell
90,270
-15,914
-15% -$419K 0.06% 300
2024
Q1 		$2.16M Buy
106,184
+4,524
+4% +$96.6K 0.06% 328
2023
Q4 		$2.21M Sell
101,660
-4,524
-4% -$96.3K 0.06% 337
2023
Q3 		$2.16M Buy
106,184
+15,350
+17% +$332K 0.06% 328
2023
Q2 		$1.9M Sell
90,834
-7,933
-8% -$176K 0.04% 384
2023
Q1 		$2.18M Buy
98,767
+8,617
+10% +$178K 0.06% 325
2022
Q4 		$1.99M Sell
90,150
-49,787
-36% -$975K 0.06% 337
2022
Q3 		$2.45M Buy
139,937
+53,132
+61% +$942K 0.07% 266
2022
Q2 		$1.62M Sell
86,805
-7,003
-7% -$146K 0.07% 289
2022
Q1 		$2.15M Buy
93,808
+3,411
+4% +$75.8K 0.07% 285
2021
Q4 		$1.95M Sell
90,397
-5,879
-6% -$127K 0.06% 362
2021
Q3 		$2.02M Sell
96,276
-2,784
-3% -$62.6K 0.06% 330
2021
Q2 		$2.38M Sell
99,060
-12,781
-11% -$317K 0.08% 293
2021
Q1 		$2.55M Buy
111,841
+21,265
+23% +$518K 0.09% 260
2020
Q4 		$2.23M Buy
90,576
+13,492
+18% +$307K 0.12% 185
2020
Q3 		$1.62M Buy
77,084
+11,102
+17% +$252K 0.09% 233
2020
Q2 		$1.12M Buy
65,982
+6,930
+12% +$106K 0.08% 257
2020
Q1 		$772K Buy
59,052
+22,656
+62% +$356K 0.07% 284
2019
Q4 		$608K Sell
36,396
-1,042
-3% -$16.9K 0.05% 361
2019
Q3 		$597K Sell
37,438
-11,960
-24% -$190K 0.06% 345
2019
Q2 		$708K Hold
49,398
– – 0.08% 268
2019
Q1 		$701K Buy
49,398
+23,373
+90% +$341K 0.09% 247
2018
Q4 		$378K Buy
26,025
+1,751
+7% +$23.9K 0.05% 372
2018
Q3 		$334K Sell
24,274
-2,505
-9% -$35.3K 0.04% 462
2018
Q2 		$406K Sell
26,779
-3,041
-10% -$47.4K 0.05% 384
2018
Q1 		$460K Buy
29,820
+837
+3% +$13.2K 0.06% 331
2017
Q4 		$464K Buy
+28,983
New +$457K 0.06% 330
2017
Q3 		– Sell
-21,781
Closed -$343K – 587
2017
Q2 		$343K Buy
21,781
+4,272
+24% +$69.6K 0.06% 326
2017
Q1 		$303K Buy
17,509
+1,047
+6% +$17.3K 0.06% 338
2016
Q4 		$249K Sell
16,462
-3,189
-16% -$51.8K 0.05% 390
2016
Q3 		$358K Sell
19,651
-1,247
-6% -$23.2K 0.07% 350
2016
Q2 		$374K Buy
20,898
+6,455
+45% +$103K 0.07% 332
2016
Q1 		$212K Buy
14,443
+474
+3% +$6.73K 0.05% 459
2015
Q4 		$185K Sell
13,969
-2,145
-13% -$30.2K 0.04% 499
2015
Q3 		$224K Buy
+16,114
New +$230K 0.05% 439
2015
Q2 		– Sell
-42,643
Closed -$287K – 580
2015
Q1 		$287K Buy
42,643
+11,960
+39% +$191K 0.07% 369
2014
Q4 		$2.74K Sell
30,683
-33,936
-53% -$537K 0.06% 436
2014
Q3 		$249K Buy
64,619
+30,629
+90% +$579K 0.06% 429
2014
Q2 		$373K Buy
33,990
+7,803
+30% +$147K 0.09% 255
2014
Q1 		$268K Buy
26,187
+8,393
+47% +$165K 0.08% 290
2013
Q4 		$333K Sell
17,794
-1,910
-10% -$38.3K 0.11% 218
2013
Q3 		$412K Buy
19,704
+187
+1% +$3.86K 0.14% 166
2013
Q2 		$370K Buy
+19,517
New +$437K 0.13% 186

Other funds holding SLV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

B. Riley Wealth Advisors's SLV Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares Silver Trust (SLV) stake by 0.52% in Q2 2026, buying an estimated $17.8K and bringing the position to 52,416 shares worth $2.76M. The position accounts for 0.15% of the portfolio, ranked #142.

B. Riley Wealth Advisors first reported a position in SLV in Q2 2013 and has held it in 50 quarters since. The position peaked at $5.9M in Q4 2025. 288 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • B. Riley Wealth Advisors held 52,416 shares of iShares Silver Trust worth $2.76M as of Q2 2026.
  • B. Riley Wealth Advisors bought 269 iShares Silver Trust shares in Q2 2026, an estimated $17.8K.
  • iShares Silver Trust made up 0.15% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #142 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Silver Trust in Q2 2013 and has held it in 50 quarters since.
  • B. Riley Wealth Advisors's iShares Silver Trust position peaked at $5.9M in Q4 2025.
  • 288 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.