BSWM
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Boston Standard Wealth Management’s iShares Silver Trust SLV Stock Holding History

Boston Standard 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 		– Sell
-3,390
Closed -$230K – 60
2026
Q1 		$230K Buy
+3,390
New +$258K 0.04% 51

Other funds holding SLV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NPAN
Northeast Planning Associates NH Bedford, New Hampshire $133M AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Boston Standard Wealth Management's SLV Position: Q2 2026 in Review

Boston Standard Wealth Management sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 3,390 shares — an estimated $230K sold.

Boston Standard Wealth Management first reported a position in SLV in Q1 2026 and held it in 1 quarter. The position peaked at $230K in Q1 2026. 700 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Boston Standard Wealth Management reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
  • Boston Standard Wealth Management sold 3,390 iShares Silver Trust shares in Q2 2026, an estimated $230K.
  • Boston Standard Wealth Management first reported a position in iShares Silver Trust in Q1 2026 and held it in 1 quarter.
  • Boston Standard Wealth Management's iShares Silver Trust position peaked at $230K in Q1 2026.
  • 700 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.