Discipline Wealth Solutions’s iShares Silver Trust SLV Stock Holding History

Discipline Wealth Solutions’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 Q3	$1.99M	Sell	36,523 -1,227	-3%	-$69.5K	0.17%	66
2026 Q2	$2.02M	Buy	37,750 +2,772	+8%	+$184K	0.18%	64
2026 Q1	$2.38M	Sell	34,978 -5,233	-13%	-$398K	0.25%	57
2025 Q4	$2.59M	Buy	40,211 +1,055	+3%	+$52.8K	0.48%	43
2025 Q3	$1.66M	Sell	39,156 -827	-2%	-$29.7K	0.44%	45
2025 Q2	$1.31M	Buy	39,983 +5,426	+16%	+$166K	0.5%	34
2025 Q1	$1.07M	Buy	34,557 +21,949	+174%	+$638K	0.51%	27
2024 Q4	$332K	Buy	+12,608	New	+$360K	0.15%	64

Other funds holding SLV

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Discipline Wealth Solutions's SLV Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its iShares Silver Trust (SLV) stake by 3.3% in Q3 2026, selling an estimated $69.5K and leaving 36,523 shares worth $1.99M. The position accounts for 0.17% of the portfolio, ranked #66.

Discipline Wealth Solutions first reported a position in SLV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.59M in Q4 2025. 316 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Discipline Wealth Solutions held 36,523 shares of iShares Silver Trust worth $1.99M as of Q3 2026.
Discipline Wealth Solutions sold 1,227 iShares Silver Trust shares in Q3 2026, an estimated $69.5K.
iShares Silver Trust made up 0.17% of Discipline Wealth Solutions's portfolio in Q3 2026, its #66 holding.
Discipline Wealth Solutions first reported a position in iShares Silver Trust in Q4 2024 and has held it in 8 quarters since.
Discipline Wealth Solutions's iShares Silver Trust position peaked at $2.59M in Q4 2025.
316 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.