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IAG Wealth Partners’s iShares Silver Trust SLV Stock Holding History

IAG Wealth Partners’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 		$58.2K Hold
1,088
– – 0.01% 208
2026
Q1 		$74.1K Hold
1,088
– – 0.01% 185
2025
Q4 		$70.1K Buy
1,088
+97
+10% +$4.86K 0.01% 184
2025
Q3 		$42K Sell
991
-964
-49% -$34.6K 0.01% 231
2025
Q2 		$64.1K Hold
1,955
– – 0.01% 186
2025
Q1 		$60.6K Buy
1,955
+729
+59% +$21.2K 0.01% 185
2024
Q4 		$32.3K Sell
1,226
-912
-43% -$26.1K 0.01% 231
2024
Q3 		$60.7K Buy
2,138
+1,338
+167% +$36K 0.01% 170
2024
Q2 		$21.3K Hold
800
– – ﹤0.01% 265
2024
Q1 		$18.2K Hold
800
– – ﹤0.01% 248
2023
Q4 		$17.4K Hold
800
– – ﹤0.01% 243
2023
Q3 		$16.3K Hold
800
– – ﹤0.01% 242
2023
Q2 		$16.7K Hold
800
– – ﹤0.01% 255
2023
Q1 		$17.7K Hold
800
– – ﹤0.01% 237
2022
Q4 		$17.6K Hold
800
– – 0.01% 231
2022
Q3 		$14K Sell
800
-485
-38% -$8.6K ﹤0.01% 240
2022
Q2 		$24K Hold
1,285
– – 0.01% 186
2022
Q1 		$29K Hold
1,285
– – 0.01% 184
2021
Q4 		$28K Sell
1,285
-171
-12% -$3.69K 0.01% 184
2021
Q3 		$30K Hold
1,456
– – 0.01% 166
2021
Q2 		$36K Hold
1,456
– – 0.01% 150
2021
Q1 		$34K Hold
1,456
– – 0.01% 141
2020
Q4 		$36K Hold
1,456
– – 0.01% 126
2020
Q3 		$32K Hold
1,456
– – 0.01% 127
2020
Q2 		$25K Sell
1,456
-1,500
-51% -$22.9K 0.01% 147
2020
Q1 		$39K Sell
2,956
-1,125
-28% -$17.7K 0.03% 105
2019
Q4 		$69K Buy
+4,081
New +$66.1K 0.05% 87

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IAG Wealth Partners's SLV Position: Q2 2026 in Review

IAG Wealth Partners held its iShares Silver Trust (SLV) position steady in Q2 2026 at 1,088 shares worth $58.2K. The position accounts for 0.01% of the portfolio, ranked #208.

IAG Wealth Partners first reported a position in SLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $74.1K in Q1 2026. 1,422 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • IAG Wealth Partners held 1,088 shares of iShares Silver Trust worth $58.2K as of Q2 2026.
  • IAG Wealth Partners left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #208 holding.
  • IAG Wealth Partners first reported a position in iShares Silver Trust in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's iShares Silver Trust position peaked at $74.1K in Q1 2026.
  • 1,422 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.