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HM Payson & Co’s iShares Silver Trust SLV Stock Holding History

HM Payson & Co’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 		$17.2K Sell
322
-8,100
-96% -$537K ﹤0.01% 875
2026
Q1 		$574K Buy
8,422
+900
+12% +$68.4K 0.01% 284
2025
Q4 		$485K Sell
7,522
-594
-7% -$29.7K 0.01% 298
2025
Q3 		$344K Buy
8,116
+3,200
+65% +$115K ﹤0.01% 347
2025
Q2 		$161K Buy
4,916
+4,800
+4,138% +$147K ﹤0.01% 452
2025
Q1 		$3.6K Hold
116
– – ﹤0.01% 926
2024
Q4 		$3.06K Hold
116
– – ﹤0.01% 930
2024
Q3 		$3.3K Hold
116
– – ﹤0.01% 928
2024
Q2 		$3.08K Hold
116
– – ﹤0.01% 916
2024
Q1 		$2.64K Sell
116
-3,750
-97% -$80.1K ﹤0.01% 894
2023
Q4 		$84.2K Buy
3,866
+3,750
+3,233% +$79.8K ﹤0.01% 516
2023
Q3 		$2.36K Hold
116
– – ﹤0.01% 923
2023
Q2 		$2.42K Hold
116
– – ﹤0.01% 904
2023
Q1 		$2.57K Hold
116
– – ﹤0.01% 904
2022
Q4 		$2.55K Sell
116
-2,000
-95% -$39.2K ﹤0.01% 845
2022
Q3 		$37K Buy
2,116
+2,000
+1,724% +$35.4K ﹤0.01% 623
2022
Q2 		$2K Hold
116
– – ﹤0.01% 971
2022
Q1 		$3K Hold
116
– – ﹤0.01% 952
2021
Q4 		$2K Buy
116
+36
+45% +$778 ﹤0.01% 1019
2021
Q3 		$2K Hold
80
– – ﹤0.01% 1009
2021
Q2 		$2K Hold
80
– – ﹤0.01% 1011
2021
Q1 		$2K Buy
+80
New +$1.95K ﹤0.01% 1060

Other funds holding SLV

NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HM Payson & Co's SLV Position: Q2 2026 in Review

HM Payson & Co reduced its iShares Silver Trust (SLV) stake by 96% in Q2 2026, selling an estimated $537K and leaving 322 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

HM Payson & Co first reported a position in SLV in Q1 2021 and has held it in 22 quarters since. The position peaked at $574K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • HM Payson & Co held 322 shares of iShares Silver Trust worth $17.2K as of Q2 2026.
  • HM Payson & Co sold 8,100 iShares Silver Trust shares in Q2 2026, an estimated $537K.
  • iShares Silver Trust made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #875 holding.
  • HM Payson & Co first reported a position in iShares Silver Trust in Q1 2021 and has held it in 22 quarters since.
  • HM Payson & Co's iShares Silver Trust position peaked at $574K in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.