Barnes Dennig Private Wealth Management’s iShares Silver Trust SLV Stock Holding History

Barnes Dennig 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	$3.04M	Sell	56,796 -4,526	-7%	-$300K	2.43%	11
2026 Q1	$4.18M	Sell	61,322 -6,563	-10%	-$499K	4.14%	6
2025 Q4	$4.37M	Sell	67,885 -6,465	-9%	-$324K	4.39%	5
2025 Q3	$3.15M	Sell	74,350 -14,359	-16%	-$516K	3.38%	9
2025 Q2	$2.91M	Sell	88,709 -3,916	-4%	-$120K	3.49%	9
2025 Q1	$2.87M	Buy	+92,625	New	+$2.69M	4.34%	7

Other funds holding SLV

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return