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Burns Matteson Capital Management’s iShares Silver Trust SLV Stock Holding History

Burns Matteson Capital 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
Q1 		– Sell
-4,200
Closed -$160K – 229
2025
Q4 		$160K Buy
+4,200
New +$210K 0.06% 194

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
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

Burns Matteson Capital Management's SLV Position: Q2 2026 in Review

Burns Matteson Capital Management sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 2,688 shares — an estimated $183K sold.

Burns Matteson Capital Management first reported a position in SLV in Q4 2020 and held it in 8 quarters. The position peaked at $430K in Q1 2023. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Burns Matteson Capital Management reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
  • Burns Matteson Capital Management sold 2,688 iShares Silver Trust shares in Q2 2026, an estimated $183K.
  • Burns Matteson Capital Management first reported a position in iShares Silver Trust in Q4 2020 and held it in 8 quarters.
  • Burns Matteson Capital Management's iShares Silver Trust position peaked at $430K in Q1 2023.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.