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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 		$267K Buy
+5,000
New +$332K 0.03% 426
2025
Q3 		– Sell
-14,500
Closed -$7.23K – 538
2025
Q2 		$7.23K Buy
+14,500
New +$443K ﹤0.01% 450

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

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. 700 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.
  • 700 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.