CWM
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Centurion Wealth Management’s iShares Silver Trust SLV Stock Holding History

Centurion 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
-3,606
Closed -$246K – 317
2026
Q1 		$246K Sell
3,606
-1,235
-26% -$93.8K 0.06% 270
2025
Q4 		$312K Hold
4,841
– – 0.07% 231
2025
Q3 		$205K Buy
+4,841
New +$174K 0.05% 287

Other funds holding SLV

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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CA
Corecam AG Zurich $117M AUM

Centurion Wealth Management's SLV Position: Q2 2026 in Review

Centurion Wealth Management sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 3,606 shares — an estimated $246K sold.

Centurion Wealth Management first reported a position in SLV in Q3 2025 and held it in 3 quarters. The position peaked at $312K in Q4 2025. 236 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Centurion Wealth Management reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 3,606 iShares Silver Trust shares in Q2 2026, an estimated $246K.
  • Centurion Wealth Management first reported a position in iShares Silver Trust in Q3 2025 and held it in 3 quarters.
  • Centurion Wealth Management's iShares Silver Trust position peaked at $312K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.