EverSource Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

EverSource Wealth Advisors’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	$4.45M	Buy	83,287 +784	+1%	+$52K	0.15%	130
2026 Q1	$5.62M	Buy	82,503 +18,775	+29%	+$1.43M	0.17%	110
2025 Q4	$4.11M	Buy	63,728 +29,878	+88%	+$1.5M	0.15%	114
2025 Q3	$1.43M	Buy	33,850 +3,194	+10%	+$115K	0.06%	232
2025 Q2	$1.01M	Sell	30,656 -2,025	-6%	-$61.9K	0.05%	278
2025 Q1	$1.01M	Sell	32,681 -2,752	-8%	-$80K	0.06%	244
2024 Q4	$933K	Buy	35,433 +7,158	+25%	+$204K	0.05%	254
2024 Q3	$803K	Buy	28,275 +462	+2%	+$12.4K	0.05%	254
2024 Q2	$734K	Buy	27,813 +6,590	+31%	+$173K	0.05%	257
2024 Q1	$510K	Buy	21,223 +6,399	+43%	+$137K	0.04%	265
2023 Q4	$323K	Sell	14,824 -30	-0.2%	-$639	0.03%	322
2023 Q3	$302K	Sell	14,854 -183	-1%	-$3.95K	0.03%	302
2023 Q2	$314K	Buy	15,037 +1,345	+10%	+$29.9K	0.03%	299
2023 Q1	$303K	Sell	13,692 -126	-0.9%	-$2.61K	0.04%	300
2022 Q4	$304K	Sell	13,818 -25	-0.2%	-$490	0.05%	278
2022 Q3	$242K	Buy	13,843 +55	+0.4%	+$975	0.06%	271
2022 Q2	$257K	Sell	13,788 -534	-4%	-$11.1K	0.07%	232
2022 Q1	$328K	Buy	14,322 +4,362	+44%	+$97K	0.08%	199
2021 Q4	$214K	Buy	+9,960	New	+$215K	0.06%	216

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

EverSource Wealth Advisors's SLV Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares Silver Trust (SLV) stake by 0.95% in Q2 2026, buying an estimated $52K and bringing the position to 83,287 shares worth $4.45M. The position accounts for 0.15% of the portfolio, ranked #130.

EverSource Wealth Advisors first reported a position in SLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.62M in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

EverSource Wealth Advisors held 83,287 shares of iShares Silver Trust worth $4.45M as of Q2 2026.
EverSource Wealth Advisors bought 784 iShares Silver Trust shares in Q2 2026, an estimated $52K.
iShares Silver Trust made up 0.15% of EverSource Wealth Advisors's portfolio in Q2 2026, its #130 holding.
EverSource Wealth Advisors first reported a position in iShares Silver Trust in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's iShares Silver Trust position peaked at $5.62M in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.