EPG Wealth Management’s iShares Silver Trust SLV Stock Holding History

EPG Wealth Management’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	$230K	Buy	4,296 +1,113	+35%	+$73.8K	0.06%	173
2026 Q1	$217K	Buy	+3,183	New	+$242K	0.06%	177
2020 Q2	–	Sell	-3,190	Closed	-$42K	–	656
2020 Q1	$42K	Buy	3,190 +1,290	+68%	+$20.3K	0.03%	303
2019 Q4	$32K	Buy	+1,900	New	+$30.8K	0.02%	284

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EPG Wealth Management's SLV Position: Q2 2026 in Review

EPG Wealth Management increased its iShares Silver Trust (SLV) stake by 35% in Q2 2026, buying an estimated $73.8K and bringing the position to 4,296 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #173.

EPG Wealth Management first reported a position in SLV in Q4 2019 and has held it in 4 quarters since. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

EPG Wealth Management held 4,296 shares of iShares Silver Trust worth $230K as of Q2 2026.
EPG Wealth Management bought 1,113 iShares Silver Trust shares in Q2 2026, an estimated $73.8K.
iShares Silver Trust made up 0.06% of EPG Wealth Management's portfolio in Q2 2026, its #173 holding.
EPG Wealth Management first reported a position in iShares Silver Trust in Q4 2019 and has held it in 4 quarters since.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.