Global Wealth Strategies & Associates’s iShares Silver Trust SLV Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-58	Closed	-$3.95K	–	398
2026 Q1	$3.95K	Hold	58	–	–	﹤0.01%	374
2025 Q4	$3.74K	Buy	+58	New	+$2.9K	﹤0.01%	387
2023 Q4	–	Sell	-200	Closed	-$4.07K	–	355
2023 Q3	$4.07K	Buy	+200	New	+$4.32K	﹤0.01%	224

Other funds holding SLV

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Global Wealth Strategies & Associates's SLV Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 58 shares — an estimated $3.95K sold.

Global Wealth Strategies & Associates first reported a position in SLV in Q3 2023 and held it in 3 quarters. The position peaked at $4.07K in Q3 2023. 511 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 58 iShares Silver Trust shares in Q2 2026, an estimated $3.95K.
Global Wealth Strategies & Associates first reported a position in iShares Silver Trust in Q3 2023 and held it in 3 quarters.
Global Wealth Strategies & Associates's iShares Silver Trust position peaked at $4.07K in Q3 2023.
511 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.