CRWM
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Castle Rock Wealth Management’s iShares Silver Trust SLV Stock Holding History

Castle Rock Wealth 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
Q2 		– Sell
-3,837
Closed -$252K – 278
2026
Q1 		$252K Buy
+3,837
New +$292K 0.05% 236

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New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
WWM
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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

Castle Rock Wealth Management's SLV Position: Q2 2026 in Review

Castle Rock Wealth Management sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 3,837 shares — an estimated $252K sold.

Castle Rock Wealth Management first reported a position in SLV in Q1 2026 and held it in 1 quarter. The position peaked at $252K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Castle Rock Wealth Management reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
  • Castle Rock Wealth Management sold 3,837 iShares Silver Trust shares in Q2 2026, an estimated $252K.
  • Castle Rock Wealth Management first reported a position in iShares Silver Trust in Q1 2026 and held it in 1 quarter.
  • Castle Rock Wealth Management's iShares Silver Trust position peaked at $252K in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.