Five Pine Wealth Management
SLV icon

Five Pine Wealth Management’s iShares Silver Trust SLV Stock Holding History

Five Pine 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
Q3 		$295K Buy
5,410
+1,205
+29% +$68.3K 0.17% 37
2026
Q2 		$225K Sell
4,205
-390
-8% -$25.9K 0.13% 47
2026
Q1 		$313K Sell
4,595
-590
-11% -$44.8K 0.19% 35
2025
Q4 		$334K Buy
5,185
+370
+8% +$18.5K 0.21% 33
2025
Q3 		$204K Buy
+4,815
New +$173K 0.14% 41

Other funds holding SLV

New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Walser Wealth Management
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Five Pine Wealth Management's SLV Position: Q3 2026 in Review

Five Pine Wealth Management increased its iShares Silver Trust (SLV) stake by 29% in Q3 2026, buying an estimated $68.3K and bringing the position to 5,410 shares worth $295K. The position accounts for 0.17% of the portfolio, ranked #37.

Five Pine Wealth Management first reported a position in SLV in Q3 2025 and has held it in 5 quarters since. The position peaked at $334K in Q4 2025. 440 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Five Pine Wealth Management held 5,410 shares of iShares Silver Trust worth $295K as of Q3 2026.
  • Five Pine Wealth Management bought 1,205 iShares Silver Trust shares in Q3 2026, an estimated $68.3K.
  • iShares Silver Trust made up 0.17% of Five Pine Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Five Pine Wealth Management first reported a position in iShares Silver Trust in Q3 2025 and has held it in 5 quarters since.
  • Five Pine Wealth Management's iShares Silver Trust position peaked at $334K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Five Pine Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.