Beaird Harris Wealth Management’s iShares Silver Trust SLV Stock Holding History

Beaird Harris 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	$151K	Hold	2,827	–	–	0.01%	168
2026 Q1	$193K	Sell	2,827 -188	-6%	-$14.3K	0.01%	136
2025 Q4	$194K	Buy	3,015 +1,995	+196%	+$99.9K	0.01%	134
2025 Q3	$43.2K	Hold	1,020	–	–	﹤0.01%	261
2025 Q2	$33.5K	Hold	1,020	–	–	﹤0.01%	292
2025 Q1	$31.6K	Hold	1,020	–	–	﹤0.01%	267
2024 Q4	$26.9K	Hold	1,020	–	–	﹤0.01%	285
2024 Q3	$29K	Hold	1,020	–	–	﹤0.01%	270
2024 Q2	$27.1K	Hold	1,020	–	–	﹤0.01%	275
2024 Q1	$23.2K	Hold	1,020	–	–	﹤0.01%	266
2023 Q4	$22.2K	Hold	1,020	–	–	﹤0.01%	250
2023 Q3	$20.7K	Hold	1,020	–	–	﹤0.01%	233
2023 Q2	$21.3K	Hold	1,020	–	–	﹤0.01%	225
2023 Q1	$22.6K	Hold	1,020	–	–	﹤0.01%	219
2022 Q4	$22.5K	Hold	1,020	–	–	﹤0.01%	244
2022 Q3	$18K	Buy	1,020 +920	+920%	+$16.3K	﹤0.01%	238
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	350
2022 Q1	$2K	Sell	100 -268	-73%	-$5.96K	﹤0.01%	533
2021 Q4	$8K	Buy	+368	New	+$7.95K	﹤0.01%	434

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

Beaird Harris Wealth Management's SLV Position: Q2 2026 in Review

Beaird Harris Wealth Management held its iShares Silver Trust (SLV) position steady in Q2 2026 at 2,827 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #168.

Beaird Harris Wealth Management first reported a position in SLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $194K in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Beaird Harris Wealth Management held 2,827 shares of iShares Silver Trust worth $151K as of Q2 2026.
Beaird Harris Wealth Management left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #168 holding.
Beaird Harris Wealth Management first reported a position in iShares Silver Trust in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's iShares Silver Trust position peaked at $194K in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.