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 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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s SLV Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its iShares Silver Trust (SLV) stake by 1.4% in Q1 2026, selling an estimated $61.2K and leaving 58,774 shares worth $4M. The position accounts for 2.46% of the portfolio, ranked #11.

Capstone Wealth Management Group (Oregon) first reported a position in SLV in Q4 2024 and has held it in 6 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 58,774 shares of iShares Silver Trust worth $4M as of Q1 2026.
Capstone Wealth Management Group (Oregon) sold 805 iShares Silver Trust shares in Q1 2026, an estimated $61.2K.
iShares Silver Trust made up 2.46% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #11 holding.
Capstone Wealth Management Group (Oregon) first reported a position in iShares Silver Trust in Q4 2024 and has held it in 6 quarters since.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.