Cary Street Partners’s iShares Silver Trust SLV Stock Holding History

Cary Street Partners’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	$1.08M	Buy	20,263 +93	+0.5%	+$6.17K	0.02%	482
2026 Q1	$1.37M	Sell	20,170 -1,650	-8%	-$125K	0.03%	384
2025 Q4	$1.41M	Sell	21,820 -13	-0.1%	-$651	0.03%	381
2025 Q3	$925K	Buy	21,833 +85	+0.4%	+$3.05K	0.02%	442
2025 Q2	$714K	Buy	21,748 +1,365	+7%	+$41.7K	0.02%	472
2025 Q1	$632K	Buy	20,383 +65	+0.3%	+$1.89K	0.02%	483
2024 Q4	$535K	Buy	+20,318	New	+$580K	0.02%	499

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 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

Cary Street Partners's SLV Position: Q2 2026 in Review

Cary Street Partners increased its iShares Silver Trust (SLV) stake by 0.46% in Q2 2026, buying an estimated $6.17K and bringing the position to 20,263 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #482.

Cary Street Partners first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Cary Street Partners held 20,263 shares of iShares Silver Trust worth $1.08M as of Q2 2026.
Cary Street Partners bought 93 iShares Silver Trust shares in Q2 2026, an estimated $6.17K.
iShares Silver Trust made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #482 holding.
Cary Street Partners first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's iShares Silver Trust position peaked at $1.41M in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.