BOS Asset Management’s iShares Silver Trust SLV Stock Holding History

BOS Asset 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	$1.18M	Sell	21,998 -328	-1%	-$21.7K	0.27%	69
2026 Q1	$1.52M	Sell	22,326 -6,897	-24%	-$524K	0.39%	51
2025 Q4	$1.88M	Buy	29,223 +1,128	+4%	+$56.5K	0.5%	42
2025 Q3	$1.19M	Buy	28,095 +2,970	+12%	+$107K	0.34%	57
2025 Q2	$824K	Buy	25,125 +151	+0.6%	+$4.62K	0.26%	69
2025 Q1	$774K	Sell	24,974 -870	-3%	-$25.3K	0.27%	69
2024 Q4	$680K	Buy	25,844 +15,823	+158%	+$452K	0.24%	76
2024 Q3	$285K	Hold	10,021	–	–	0.1%	124
2024 Q2	$266K	Sell	10,021 -2,643	-21%	-$69.5K	0.12%	120
2024 Q1	$288K	Sell	12,664 -9,265	-42%	-$198K	0.15%	110
2023 Q4	$478K	Sell	21,929 -3,616	-14%	-$77K	0.33%	69
2023 Q3	$520K	Hold	25,545	–	–	0.38%	66
2023 Q2	$534K	Sell	25,545 -596	-2%	-$13.3K	0.41%	60
2023 Q1	$578K	Buy	26,141 +686	+3%	+$14.2K	0.48%	51
2022 Q4	$561K	Buy	+25,455	New	+$499K	0.5%	52

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

BOS Asset Management's SLV Position: Q2 2026 in Review

BOS Asset Management reduced its iShares Silver Trust (SLV) stake by 1.5% in Q2 2026, selling an estimated $21.7K and leaving 21,998 shares worth $1.18M. The position accounts for 0.27% of the portfolio, ranked #69.

BOS Asset Management first reported a position in SLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.88M in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

BOS Asset Management held 21,998 shares of iShares Silver Trust worth $1.18M as of Q2 2026.
BOS Asset Management sold 328 iShares Silver Trust shares in Q2 2026, an estimated $21.7K.
iShares Silver Trust made up 0.27% of BOS Asset Management's portfolio in Q2 2026, its #69 holding.
BOS Asset Management first reported a position in iShares Silver Trust in Q4 2022 and has held it in 15 quarters since.
BOS Asset Management's iShares Silver Trust position peaked at $1.88M in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.