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Evergreen Capital Management’s iShares Silver Trust SLV Stock Holding History

Evergreen Capital 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 		$1.05M Buy
19,566
+226
+1% +$15K 0.02% 521
2026
Q1 		$1.32M Sell
19,340
-15,085
-44% -$1.15M 0.03% 413
2025
Q4 		$2.22M Sell
34,425
-2,603
-7% -$130K 0.05% 287
2025
Q3 		$1.57M Sell
37,028
-4,300
-10% -$154K 0.04% 326
2025
Q2 		$1.36M Buy
41,328
+2,650
+7% +$81.1K 0.04% 314
2025
Q1 		$1.2M Buy
38,678
+975
+3% +$28.3K 0.04% 306
2024
Q4 		$993K Buy
37,703
+120
+0.3% +$3.43K 0.03% 337
2024
Q3 		$1.07M Hold
37,583
– – 0.04% 322
2024
Q2 		$999K Buy
37,583
+1,505
+4% +$39.6K 0.04% 309
2024
Q1 		$821K Sell
36,078
-580
-2% -$12.4K 0.03% 328
2023
Q4 		$798K Buy
36,658
+1,515
+4% +$32.2K 0.03% 315
2023
Q3 		$715K Sell
35,143
-30
-0.1% -$648 0.03% 327
2023
Q2 		$735K Hold
35,173
– – 0.03% 320
2023
Q1 		$778K Buy
35,173
+1,775
+5% +$36.8K 0.04% 302
2022
Q4 		$735K Sell
33,398
-5,850
-15% -$115K 0.03% 309
2022
Q3 		$687K Buy
39,248
+1,525
+4% +$27K 0.04% 297
2022
Q2 		$703K Buy
37,723
+1,530
+4% +$31.9K 0.04% 291
2022
Q1 		$828K Sell
36,193
-4,699
-11% -$104K 0.03% 303
2021
Q4 		$880K Sell
40,892
-10,159
-20% -$219K 0.04% 301
2021
Q3 		$1.05M Hold
51,051
– – 0.05% 273
2021
Q2 		$1.24M Hold
51,051
– – 0.06% 251
2021
Q1 		$1.16M Sell
51,051
-9,997
-16% -$243K 0.06% 248
2020
Q4 		$1.5M Buy
61,048
+4,526
+8% +$103K 0.09% 191
2020
Q3 		$1.22M Sell
56,522
-11,276
-17% -$256K 0.08% 185
2020
Q2 		$1.15M Buy
67,798
+29,600
+77% +$452K 0.09% 180
2020
Q1 		$498K Sell
38,198
-2,242
-6% -$35.2K 0.05% 222
2019
Q4 		$675K Sell
40,440
-435
-1% -$7.05K 0.06% 202
2019
Q3 		$651K Hold
40,875
– – 0.06% 192
2019
Q2 		$586K Sell
40,875
-150
-0.4% -$2.09K 0.06% 213
2019
Q1 		$582K Sell
41,025
-3,665
-8% -$53.5K 0.06% 194
2018
Q4 		$649K Buy
44,690
+1,405
+3% +$19.2K 0.07% 186
2018
Q3 		$594K Buy
43,285
+1,625
+4% +$22.9K 0.05% 208
2018
Q2 		$631K Sell
41,660
-2,375
-5% -$37K 0.06% 197
2018
Q1 		$679K Sell
44,035
-2,325
-5% -$36.7K 0.07% 178
2017
Q4 		$741K Buy
46,360
+1,375
+3% +$21.7K 0.08% 156
2017
Q3 		$708K Buy
44,985
+1,085
+2% +$17.3K 0.08% 141
2017
Q2 		$690K Sell
43,900
-3,600
-8% -$58.6K 0.11% 95
2017
Q1 		$819K Sell
47,500
-4,900
-9% -$81.1K 0.17% 78
2016
Q4 		$792K Buy
+52,400
New +$852K 0.15% 82
2014
Q3 		– Sell
-112,125
Closed -$2.27M – 107
2014
Q2 		$2.27M Buy
112,125
+435
+0.4% +$8.22K 0.45% 74
2014
Q1 		$2.13M Sell
111,690
-8,565
-7% -$168K 0.43% 71
2013
Q4 		$2.25M Buy
120,255
+940
+0.8% +$18.9K 0.41% 74
2013
Q3 		$2.49M Buy
+119,315
New +$2.47M 0.4% 78

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Evergreen Capital Management's SLV Position: Q2 2026 in Review

Evergreen Capital Management increased its iShares Silver Trust (SLV) stake by 1.2% in Q2 2026, buying an estimated $15K and bringing the position to 19,566 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #521.

Evergreen Capital Management first reported a position in SLV in Q3 2013 and has held it in 43 quarters since. The position peaked at $2.49M in Q3 2013. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Evergreen Capital Management held 19,566 shares of iShares Silver Trust worth $1.05M as of Q2 2026.
  • Evergreen Capital Management bought 226 iShares Silver Trust shares in Q2 2026, an estimated $15K.
  • iShares Silver Trust made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #521 holding.
  • Evergreen Capital Management first reported a position in iShares Silver Trust in Q3 2013 and has held it in 43 quarters since.
  • Evergreen Capital Management's iShares Silver Trust position peaked at $2.49M in Q3 2013.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.