GWM
SLV icon

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

Global 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
Q2 		$243K Hold
4,548
– – 0.12% 41
2026
Q1 		$310K Hold
4,548
– – 0.17% 30
2025
Q4 		$293K Buy
+4,548
New +$228K 0.16% 31

Other funds holding SLV

RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
Mirae Asset Global Investments
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Global Wealth Management's SLV Position: Q2 2026 in Review

Global Wealth Management held its iShares Silver Trust (SLV) position steady in Q2 2026 at 4,548 shares worth $243K. The position accounts for 0.12% of the portfolio, ranked #41.

Global Wealth Management first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $310K in Q1 2026. 388 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Global Wealth Management held 4,548 shares of iShares Silver Trust worth $243K as of Q2 2026.
  • Global Wealth Management left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up 0.12% of Global Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Global Wealth Management first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • Global Wealth Management's iShares Silver Trust position peaked at $310K in Q1 2026.
  • 388 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.