Brookwood Investment Group’s iShares Silver Trust SLV Stock Holding History

Brookwood Investment Group’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	$4.51M	Buy	84,370 +56,847	+207%	+$3.77M	0.51%	39
2026 Q1	$1.88M	Sell	27,523 -79,249	-74%	-$6.02M	0.23%	97
2025 Q4	$6.88M	Sell	106,772 -38,922	-27%	-$1.95M	0.83%	22
2025 Q3	$6.17M	Buy	145,694 +107,589	+282%	+$3.86M	0.8%	25
2025 Q2	$1.25M	Buy	38,105 +485	+1%	+$14.8K	0.2%	90
2025 Q1	$1.17M	Buy	+37,620	New	+$1.09M	0.2%	97

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

Brookwood Investment Group's SLV Position: Q2 2026 in Review

Brookwood Investment Group increased its iShares Silver Trust (SLV) stake by 207% in Q2 2026, buying an estimated $3.77M and bringing the position to 84,370 shares worth $4.51M. The position accounts for 0.51% of the portfolio, ranked #39.

Brookwood Investment Group first reported a position in SLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.88M in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Brookwood Investment Group held 84,370 shares of iShares Silver Trust worth $4.51M as of Q2 2026.
Brookwood Investment Group bought 56,847 iShares Silver Trust shares in Q2 2026, an estimated $3.77M.
iShares Silver Trust made up 0.51% of Brookwood Investment Group's portfolio in Q2 2026, its #39 holding.
Brookwood Investment Group first reported a position in iShares Silver Trust in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's iShares Silver Trust position peaked at $6.88M in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.