GK Wealth Management’s iShares Silver Trust SLV Stock Holding History

GK 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	$3.64M	Sell	66,788 -18,567	-22%	-$1.05M	2.05%	5
2026 Q2	$4.56M	Buy	+85,355	New	+$5.66M	2.4%	6
2026 Q1	–	Sell	-74,205	Closed	-$4.78M	–	173
2025 Q4	$4.78M	Buy	74,205 +3,286	+5%	+$165K	3.17%	6
2025 Q3	$3M	Buy	70,919 +5,988	+9%	+$215K	2.2%	10
2025 Q2	$2.13M	Buy	64,931 +4,413	+7%	+$135K	1.92%	13
2025 Q1	$1.88M	Sell	60,518 -1,408	-2%	-$40.9K	2.14%	10
2024 Q4	$1.63M	Buy	+61,926	New	+$1.77M	2.06%	9

Other funds holding SLV

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

GK Wealth Management's SLV Position: Q3 2026 in Review

GK Wealth Management reduced its iShares Silver Trust (SLV) stake by 22% in Q3 2026, selling an estimated $1.05M and leaving 66,788 shares worth $3.64M. The position accounts for 2.05% of the portfolio, ranked #5.

GK Wealth Management first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.78M in Q4 2025. 440 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

GK Wealth Management held 66,788 shares of iShares Silver Trust worth $3.64M as of Q3 2026.
GK Wealth Management sold 18,567 iShares Silver Trust shares in Q3 2026, an estimated $1.05M.
iShares Silver Trust made up 2.05% of GK Wealth Management's portfolio in Q3 2026, its #5 holding.
GK Wealth Management first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
GK Wealth Management's iShares Silver Trust position peaked at $4.78M in Q4 2025.
440 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.