Fulcrum Equity Management’s iShares Silver Trust SLV Stock Holding History

Fulcrum Equity 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	$495K	Sell	9,265 -70	-0.7%	-$4.64K	0.36%	64
2026 Q1	$636K	Buy	9,335 +77	+0.8%	+$5.85K	0.61%	42
2025 Q4	$596K	Buy	+9,258	New	+$463K	0.57%	43
2020 Q4	–	Sell	-13,410	Closed	-$290K	–	171
2020 Q3	$290K	Sell	13,410 -41,567	-76%	-$945K	0.13%	115
2020 Q2	$935K	Buy	+54,977	New	+$840K	0.44%	48
2019 Q4	–	Sell	-104,156	Closed	-$1.66M	–	204
2019 Q3	$1.66M	Buy	+104,156	New	+$1.66M	0.84%	13

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

Fulcrum Equity Management's SLV Position: Q2 2026 in Review

Fulcrum Equity Management reduced its iShares Silver Trust (SLV) stake by 0.75% in Q2 2026, selling an estimated $4.64K and leaving 9,265 shares worth $495K. The position accounts for 0.36% of the portfolio, ranked #64.

Fulcrum Equity Management first reported a position in SLV in Q3 2019 and has held it in 6 quarters since. The position peaked at $1.66M in Q3 2019. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Fulcrum Equity Management held 9,265 shares of iShares Silver Trust worth $495K as of Q2 2026.
Fulcrum Equity Management sold 70 iShares Silver Trust shares in Q2 2026, an estimated $4.64K.
iShares Silver Trust made up 0.36% of Fulcrum Equity Management's portfolio in Q2 2026, its #64 holding.
Fulcrum Equity Management first reported a position in iShares Silver Trust in Q3 2019 and has held it in 6 quarters since.
Fulcrum Equity Management's iShares Silver Trust position peaked at $1.66M in Q3 2019.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.