BNC Wealth Management’s iShares Silver Trust SLV Stock Holding History

BNC 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 Q3	$527K	Sell	9,671 -26	-0.3%	-$1.47K	0.12%	70
2026 Q2	$518K	Buy	9,697 +697	+8%	+$46.2K	0.13%	72
2026 Q1	$613K	Hold	9,000	–	–	0.17%	68
2025 Q4	$580K	Sell	9,000 -200	-2%	-$10K	0.15%	65
2025 Q3	$390K	Buy	9,200 +200	+2%	+$7.18K	0.1%	71
2025 Q2	$295K	Hold	9,000	–	–	0.09%	74
2025 Q1	$279K	Hold	9,000	–	–	0.1%	77
2024 Q4	$237K	Hold	9,000	–	–	0.08%	83
2024 Q3	$256K	Hold	9,000	–	–	0.09%	82
2024 Q2	$239K	Hold	9,000	–	–	0.09%	88
2024 Q1	$205K	Buy	+9,000	New	+$192K	0.09%	98
2020 Q4	–	Sell	-1,130	Closed	-$24K	–	399
2020 Q3	$24K	Buy	+1,130	New	+$25.7K	0.02%	211

Other funds holding SLV

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BNC Wealth Management's SLV Position: Q3 2026 in Review

BNC Wealth Management reduced its iShares Silver Trust (SLV) stake by 0.27% in Q3 2026, selling an estimated $1.47K and leaving 9,671 shares worth $527K. The position accounts for 0.12% of the portfolio, ranked #70.

BNC Wealth Management first reported a position in SLV in Q3 2020 and has held it in 12 quarters since. The position peaked at $613K in Q1 2026. 355 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

BNC Wealth Management held 9,671 shares of iShares Silver Trust worth $527K as of Q3 2026.
BNC Wealth Management sold 26 iShares Silver Trust shares in Q3 2026, an estimated $1.47K.
iShares Silver Trust made up 0.12% of BNC Wealth Management's portfolio in Q3 2026, its #70 holding.
BNC Wealth Management first reported a position in iShares Silver Trust in Q3 2020 and has held it in 12 quarters since.
BNC Wealth Management's iShares Silver Trust position peaked at $613K in Q1 2026.
355 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on BNC Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.