Capstone Wealth Management Group (Oregon)’s iShares Silver Trust SLV Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$2.23M	Sell	41,620 -17,154	-29%	-$1.14M	1.34%	22
2026 Q1	$4M	Sell	58,774 -805	-1%	-$61.2K	2.46%	11
2025 Q4	$3.84M	Buy	59,579 +4,390	+8%	+$220K	2.32%	13
2025 Q3	$2.34M	Sell	55,189 -175	-0.3%	-$6.28K	1.49%	22
2025 Q2	$1.82M	Buy	55,364 +3,015	+6%	+$92.2K	1.32%	24
2025 Q1	$1.62M	Buy	52,349 +7,624	+17%	+$222K	1.3%	27
2024 Q4	$1.18M	Buy	+44,725	New	+$1.28M	0.89%	33

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s SLV Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its iShares Silver Trust (SLV) stake by 29% in Q2 2026, selling an estimated $1.14M and leaving 41,620 shares worth $2.23M. The position accounts for 1.34% of the portfolio, ranked #22.

Capstone Wealth Management Group (Oregon) first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4M in Q1 2026. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 41,620 shares of iShares Silver Trust worth $2.23M as of Q2 2026.
Capstone Wealth Management Group (Oregon) sold 17,154 iShares Silver Trust shares in Q2 2026, an estimated $1.14M.
iShares Silver Trust made up 1.34% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #22 holding.
Capstone Wealth Management Group (Oregon) first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
Capstone Wealth Management Group (Oregon)'s iShares Silver Trust position peaked at $4M in Q1 2026.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.