IWM
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Iams Wealth Management’s iShares Silver Trust SLV Stock Holding History

Iams 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 		$243K Buy
4,547
+219
+5% +$14.5K 0.07% 176
2026
Q1 		$295K Buy
+4,328
New +$329K 0.1% 167

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

Iams Wealth Management's SLV Position: Q2 2026 in Review

Iams Wealth Management increased its iShares Silver Trust (SLV) stake by 5.1% in Q2 2026, buying an estimated $14.5K and bringing the position to 4,547 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #176.

Iams Wealth Management first reported a position in SLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $295K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Iams Wealth Management held 4,547 shares of iShares Silver Trust worth $243K as of Q2 2026.
  • Iams Wealth Management bought 219 iShares Silver Trust shares in Q2 2026, an estimated $14.5K.
  • iShares Silver Trust made up 0.07% of Iams Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Iams Wealth Management first reported a position in iShares Silver Trust in Q1 2026 and has held it in 2 quarters since.
  • Iams Wealth Management's iShares Silver Trust position peaked at $295K in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.