High Point Wealth Management
SLV icon

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
Q3 		$10.7K Hold
196
– – 0.01% 230
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 +$9.8K 0.01% 207

Other funds holding SLV

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Richard C. Young & Co
Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

High Point Wealth Management's SLV Position: Q3 2026 in Review

High Point Wealth Management held its iShares Silver Trust (SLV) position steady in Q3 2026 at 196 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #230.

High Point Wealth Management first reported a position in SLV in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.4K in Q1 2026. 988 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • High Point Wealth Management held 196 shares of iShares Silver Trust worth $10.7K as of Q3 2026.
  • High Point Wealth Management left its iShares Silver Trust share count unchanged in Q3 2026.
  • iShares Silver Trust made up 0.01% of High Point Wealth Management's portfolio in Q3 2026, its #230 holding.
  • High Point Wealth Management first reported a position in iShares Silver Trust in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's iShares Silver Trust position peaked at $13.4K in Q1 2026.
  • 988 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.