DiNuzzo Private Wealth’s iShares Silver Trust SLV Stock Holding History

DiNuzzo Private Wealth’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	$38.5K	Hold	720	–	–	﹤0.01%	153
2026 Q1	$49.1K	Hold	720	–	–	0.01%	128
2025 Q4	$46.4K	Hold	720	–	–	0.01%	133
2025 Q3	$26.1K	Hold	720	–	–	﹤0.01%	171
2025 Q2	$23.6K	Hold	720	–	–	﹤0.01%	175
2025 Q1	$22.3K	Buy	720 +570	+380%	+$16.6K	﹤0.01%	172
2024 Q4	$3.95K	Hold	150	–	–	﹤0.01%	404
2024 Q3	$4.26K	Buy	+150	New	+$4.03K	﹤0.01%	388

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

DiNuzzo Private Wealth's SLV Position: Q2 2026 in Review

DiNuzzo Private Wealth held its iShares Silver Trust (SLV) position steady in Q2 2026 at 720 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

DiNuzzo Private Wealth first reported a position in SLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $49.1K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

DiNuzzo Private Wealth held 720 shares of iShares Silver Trust worth $38.5K as of Q2 2026.
DiNuzzo Private Wealth left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #153 holding.
DiNuzzo Private Wealth first reported a position in iShares Silver Trust in Q3 2024 and has held it in 8 quarters since.
DiNuzzo Private Wealth's iShares Silver Trust position peaked at $49.1K in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.