Cypress Wealth Services’s iShares Silver Trust SLV Stock Holding History

Cypress Wealth Services’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	$1.44M	Sell	26,951 -361	-1%	-$23.9K	0.18%	96
2026 Q1	$1.86M	Sell	27,312 -160	-0.6%	-$12.2K	0.26%	78
2025 Q4	$1.77M	Sell	27,472 -1,146	-4%	-$57.4K	0.24%	78
2025 Q3	$1.21M	Sell	28,618 -554	-2%	-$19.9K	0.2%	89
2025 Q2	$957K	Hold	29,172	–	–	0.17%	102
2025 Q1	$904K	Hold	29,172	–	–	0.18%	96
2024 Q4	$768K	Buy	29,172 +100	+0.3%	+$2.86K	0.15%	104
2024 Q3	$826K	Buy	29,072 +21,337	+276%	+$573K	0.17%	100
2024 Q2	$206K	Buy	+7,735	New	+$203K	0.05%	242
2021 Q1	–	Sell	-9,442	Closed	-$232K	–	302
2020 Q4	$232K	Buy	+9,442	New	+$215K	0.05%	248

Other funds holding SLV

NHFG

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

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

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

Cypress Wealth Services's SLV Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares Silver Trust (SLV) stake by 1.3% in Q2 2026, selling an estimated $23.9K and leaving 26,951 shares worth $1.44M. The position accounts for 0.18% of the portfolio, ranked #96.

Cypress Wealth Services first reported a position in SLV in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.86M in Q1 2026. 406 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Cypress Wealth Services held 26,951 shares of iShares Silver Trust worth $1.44M as of Q2 2026.
Cypress Wealth Services sold 361 iShares Silver Trust shares in Q2 2026, an estimated $23.9K.
iShares Silver Trust made up 0.18% of Cypress Wealth Services's portfolio in Q2 2026, its #96 holding.
Cypress Wealth Services first reported a position in iShares Silver Trust in Q4 2020 and has held it in 10 quarters since.
Cypress Wealth Services's iShares Silver Trust position peaked at $1.86M in Q1 2026.
406 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.