CWA Asset Management Group’s iShares Silver Trust SLV Stock Holding History

CWA Asset Management Group’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	$610K	Sell	11,408 -909	-7%	-$60.3K	0.02%	467
2026 Q1	$839K	Sell	12,317 -99,952	-89%	-$7.59M	0.03%	401
2025 Q4	$7.23M	Sell	112,269 -10,771	-9%	-$539K	0.26%	82
2025 Q3	$5.21M	Sell	123,040 -7,791	-6%	-$280K	0.19%	111
2025 Q2	$4.29M	Buy	130,831 +9,015	+7%	+$276K	0.18%	122
2025 Q1	$3.78M	Buy	121,816 +10,581	+10%	+$307K	0.18%	120
2024 Q4	$2.93M	Sell	111,235 -1,726	-2%	-$49.3K	0.15%	134
2024 Q3	$3.21M	Buy	+112,961	New	+$3.04M	0.17%	114
2024 Q1	$2.52M	Sell	110,729 -75	-0.1%	-$1.6K	0.15%	133
2023 Q4	$2.41M	Sell	110,804 -2,218	-2%	-$47.2K	0.17%	110
2023 Q3	$2.3M	Sell	113,022 -41,755	-27%	-$902K	0.17%	109
2023 Q2	$3.23M	Buy	+154,777	New	+$3.44M	0.22%	86
2021 Q3	–	Sell	-10,070	Closed	-$243K	–	298
2021 Q2	$243K	Buy	10,070 +675	+7%	+$16.7K	0.02%	246
2021 Q1	$213K	Sell	9,395 -1,990	-17%	-$48.4K	0.02%	248
2020 Q4	$280K	Buy	+11,385	New	+$259K	0.03%	212

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

CWA Asset Management Group's SLV Position: Q2 2026 in Review

CWA Asset Management Group reduced its iShares Silver Trust (SLV) stake by 7.4% in Q2 2026, selling an estimated $60.3K and leaving 11,408 shares worth $610K. The position accounts for 0.02% of the portfolio, ranked #467.

CWA Asset Management Group first reported a position in SLV in Q4 2020 and has held it in 15 quarters since. The position peaked at $7.23M in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

CWA Asset Management Group held 11,408 shares of iShares Silver Trust worth $610K as of Q2 2026.
CWA Asset Management Group sold 909 iShares Silver Trust shares in Q2 2026, an estimated $60.3K.
iShares Silver Trust made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #467 holding.
CWA Asset Management Group first reported a position in iShares Silver Trust in Q4 2020 and has held it in 15 quarters since.
CWA Asset Management Group's iShares Silver Trust position peaked at $7.23M in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.