Broadway Wealth Solutions’s iShares Silver Trust SLV Stock Holding History

Broadway Wealth Solutions’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	$257K	Hold	4,798	–	–	0.12%	78
2026 Q1	$327K	Sell	4,798 -2,054	-30%	-$156K	0.17%	65
2025 Q4	$441K	Sell	6,852 -66	-1%	-$3.3K	0.24%	36
2025 Q3	$293K	Sell	6,918 -49	-0.7%	-$1.76K	0.16%	71
2025 Q2	$229K	Buy	6,967 +115	+2%	+$3.52K	0.14%	88
2025 Q1	$212K	Buy	+6,852	New	+$199K	0.16%	84

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

Broadway Wealth Solutions's SLV Position: Q2 2026 in Review

Broadway Wealth Solutions held its iShares Silver Trust (SLV) position steady in Q2 2026 at 4,798 shares worth $257K. The position accounts for 0.12% of the portfolio, ranked #78.

Broadway Wealth Solutions first reported a position in SLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $441K in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Broadway Wealth Solutions held 4,798 shares of iShares Silver Trust worth $257K as of Q2 2026.
Broadway Wealth Solutions left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.12% of Broadway Wealth Solutions's portfolio in Q2 2026, its #78 holding.
Broadway Wealth Solutions first reported a position in iShares Silver Trust in Q1 2025 and has held it in 6 quarters since.
Broadway Wealth Solutions's iShares Silver Trust position peaked at $441K in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.