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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Silver Trust SLV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$53.5K Buy
+1,000
New +$66.3K 0.01% 314
2024
Q3 		– Sell
-2,555
Closed -$67.9K – 413
2024
Q2 		$67.9K Buy
+2,555
New +$67.2K 0.04% 181

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SCB
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PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SLV Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in iShares Silver Trust (SLV) in Q2 2026: 1,000 shares worth $53.5K. The stake represents 0.01% of the portfolio and ranks #314 among its holdings. This is a return to the name: PENSION & WEALTH MANAGEMENT ADVISORS, INC. previously reported a position in SLV as recently as Q2 2024.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SLV in Q2 2024 and has held it in 2 quarters since. The position peaked at $67.9K in Q2 2024. 933 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,000 shares of iShares Silver Trust worth $53.5K as of Q2 2026.
  • iShares Silver Trust was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
  • iShares Silver Trust made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #314 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Silver Trust in Q2 2024 and has held it in 2 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares Silver Trust position peaked at $67.9K in Q2 2024.
  • 933 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.