Broadway Wealth Solutions
SLV icon

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
Q3 		– Sell
-4,798
Closed -$257K – 93
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

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HighTower Advisors
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Commonwealth Equity Services
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Richard C. Young & Co
Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Broadway Wealth Solutions's SLV Position: Q3 2026 in Review

Broadway Wealth Solutions sold out of iShares Silver Trust (SLV) in Q3 2026, closing a stake of 4,798 shares — an estimated $257K sold.

Broadway Wealth Solutions first reported a position in SLV in Q1 2025 and held it in 6 quarters. The position peaked at $441K in Q4 2025. 988 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Broadway Wealth Solutions reported no remaining iShares Silver Trust position as of Q3 2026 after selling out during the quarter.
  • Broadway Wealth Solutions sold 4,798 iShares Silver Trust shares in Q3 2026, an estimated $257K.
  • Broadway Wealth Solutions first reported a position in iShares Silver Trust in Q1 2025 and held it in 6 quarters.
  • Broadway Wealth Solutions's iShares Silver Trust position peaked at $441K in Q4 2025.
  • 988 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.