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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
2020
Q4 		– Sell
-10,442
Closed -$226K – 477
2020
Q3 		$226K Buy
+10,442
New +$237K 0.06% 234

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
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

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. 452 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.
  • 452 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.