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 Q3	$2.08M	Sell	38,170 -3,450	-8%	-$195K	1.22%	25
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s SLV Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its iShares Silver Trust (SLV) stake by 8.3% in Q3 2026, selling an estimated $195K and leaving 38,170 shares worth $2.08M. The position accounts for 1.22% of the portfolio, ranked #25.

Capstone Wealth Management Group (Oregon) first reported a position in SLV in Q4 2024 and has held it in 8 quarters since. The position peaked at $4M in Q1 2026. 922 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Capstone Wealth Management Group (Oregon) held 38,170 shares of iShares Silver Trust worth $2.08M as of Q3 2026.
Capstone Wealth Management Group (Oregon) sold 3,450 iShares Silver Trust shares in Q3 2026, an estimated $195K.
iShares Silver Trust made up 1.22% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #25 holding.
Capstone Wealth Management Group (Oregon) first reported a position in iShares Silver Trust in Q4 2024 and has held it in 8 quarters since.
Capstone Wealth Management Group (Oregon)'s iShares Silver Trust position peaked at $4M in Q1 2026.
922 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.