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

Barnes Wealth Management Group’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	$216K	Sell	4,034 -74	-2%	-$4.91K	0.1%	184
2026 Q1	$280K	Sell	4,108 -4,717	-53%	-$358K	0.14%	145
2025 Q4	$569K	Sell	8,825 -2,245	-20%	-$112K	0.3%	78
2025 Q3	$469K	Buy	11,070 +3,894	+54%	+$140K	0.26%	88
2025 Q2	$235K	Sell	7,176 -1,251	-15%	-$38.3K	0.14%	138
2025 Q1	$261K	Hold	8,427	–	–	0.17%	118
2024 Q4	$222K	Buy	+8,427	New	+$241K	0.15%	128

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

Barnes Wealth Management Group's SLV Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its iShares Silver Trust (SLV) stake by 1.8% in Q2 2026, selling an estimated $4.91K and leaving 4,034 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #184.

Barnes Wealth Management Group first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $569K in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Barnes Wealth Management Group held 4,034 shares of iShares Silver Trust worth $216K as of Q2 2026.
Barnes Wealth Management Group sold 74 iShares Silver Trust shares in Q2 2026, an estimated $4.91K.
iShares Silver Trust made up 0.1% of Barnes Wealth Management Group's portfolio in Q2 2026, its #184 holding.
Barnes Wealth Management Group first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
Barnes Wealth Management Group's iShares Silver Trust position peaked at $569K in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.