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Castleview Partners’s iShares Silver Trust SLV Stock Holding History

Castleview 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 		$221K Buy
+4,134
New +$274K 0.1% 200
2025
Q1 		– Sell
-2,255
Closed -$60.7K – 494
2024
Q4 		$60.7K Buy
2,255
+916
+68% +$26.2K 0.03% 314
2024
Q3 		$38K Sell
1,339
-38
-3% -$1.02K 0.02% 361
2024
Q2 		$36.6K Hold
1,377
– – 0.02% 366
2024
Q1 		$31.3K Hold
1,377
– – 0.02% 408
2023
Q4 		$30K Buy
1,377
+1,219
+772% +$25.9K 0.02% 383
2023
Q3 		$3.21K Sell
158
-40
-20% -$864 ﹤0.01% 519
2023
Q2 		$4.14K Hold
198
– – ﹤0.01% 528
2023
Q1 		$4.38K Sell
198
-300
-60% -$6.21K ﹤0.01% 511
2022
Q4 		$11K Hold
498
– – 0.01% 360
2022
Q3 		$9K Sell
498
-458
-48% -$8.12K 0.01% 400
2022
Q2 		$37.6K Sell
956
-1,837
-66% -$38.3K 0.03% 337
2022
Q1 		$63K Sell
2,793
-65,393
-96% -$1.45M 0.04% 320
2021
Q4 		$3.17K Buy
+68,186
New +$1.47M 0.03% 218
2021
Q2 		$854K Buy
+35,240
New +$873K 0.37% 52

Other funds holding SLV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Castleview Partners's SLV Position: Q2 2026 in Review

Castleview Partners opened a new position in iShares Silver Trust (SLV) in Q2 2026: 4,134 shares worth $221K. The stake represents 0.1% of the portfolio and ranks #200 among its holdings. This is a return to the name: Castleview Partners previously reported a position in SLV as recently as Q4 2024.

Castleview Partners first reported a position in SLV in Q2 2021 and has held it in 15 quarters since. The position peaked at $854K in Q2 2021. 335 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Castleview Partners held 4,134 shares of iShares Silver Trust worth $221K as of Q2 2026.
  • iShares Silver Trust was a new Castleview Partners position in Q2 2026.
  • iShares Silver Trust made up 0.1% of Castleview Partners's portfolio in Q2 2026, its #200 holding.
  • Castleview Partners first reported a position in iShares Silver Trust in Q2 2021 and has held it in 15 quarters since.
  • Castleview Partners's iShares Silver Trust position peaked at $854K in Q2 2021.
  • 335 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.