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High Point Wealth Management’s iShares Silver Trust SLV Stock Holding History

High Point 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 		$10.5K Hold
196
– – 0.01% 214
2026
Q1 		$13.4K Hold
196
– – 0.01% 202
2025
Q4 		$12.6K Buy
+196
New +$9.81K 0.01% 207

Other funds holding SLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 1-Year Est. Return

High Point Wealth Management's SLV Position: Q2 2026 in Review

High Point Wealth Management held its iShares Silver Trust (SLV) position steady in Q2 2026 at 196 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #214.

High Point Wealth Management first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.4K in Q1 2026. 933 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • High Point Wealth Management held 196 shares of iShares Silver Trust worth $10.5K as of Q2 2026.
  • High Point Wealth Management left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up 0.01% of High Point Wealth Management's portfolio in Q2 2026, its #214 holding.
  • High Point Wealth Management first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's iShares Silver Trust position peaked at $13.4K in Q1 2026.
  • 933 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

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