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	$52.7K	Sell	1,000 -259,000	-100%	-$17.2M	﹤0.01%	865
2026 Q1	$165K	Buy	260,000 +259,000	+25,900%	+$19.7M	0.01%	745
2025 Q4	$64.4K	Sell	1,000 -99,000	-99%	-$4.96M	﹤0.01%	961
2025 Q3	$42.4K	Buy	100,000 +98,500	+6,567%	+$3.54M	﹤0.01%	1012
2025 Q2	$49.2K	Buy	+1,500	New	+$45.9K	﹤0.01%	988
2015 Q1	–	Sell	-25,000	Closed	-$6	–	1763
2014 Q4	$6	Buy	+25,000	New	+$396K	﹤0.01%	3099

Other funds holding SLV

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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. 366 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.
366 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.