IWN
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Independent Wealth Network’s iShares Silver Trust SLV Stock Holding History

Independent Wealth Network’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 		$5.2M Sell
95,321
-1,300
-1% -$73.7K 1.31% 13
2026
Q2 		$5.17M Sell
96,621
-9,157
-9% -$607K 1.31% 11
2026
Q1 		$7.21M Sell
105,778
-4,481
-4% -$340K 2.14% 5
2025
Q4 		$7.1M Buy
110,259
+6,023
+6% +$302K 2.17% 6
2025
Q3 		$4.42M Buy
104,236
+1,076
+1% +$38.6K 1.42% 15
2025
Q2 		$3.38M Buy
103,160
+9,227
+10% +$282K 1.23% 17
2025
Q1 		$2.91M Buy
93,933
+3,417
+4% +$99.3K 1.16% 18
2024
Q4 		$2.38M Buy
90,516
+4,630
+5% +$132K 0.97% 24
2024
Q3 		$2.44M Buy
85,886
+8,227
+11% +$221K 1.08% 19
2024
Q2 		$2.06M Sell
77,659
-10,191
-12% -$268K 0.96% 26
2024
Q1 		$2M Buy
87,850
+3,983
+5% +$85.1K 0.94% 25
2023
Q4 		$1.83M Buy
83,867
+5,397
+7% +$115K 0.96% 23
2023
Q3 		$1.6M Buy
78,470
+372
+0.5% +$8.04K 0.98% 22
2023
Q2 		$1.63M Buy
78,098
+5,959
+8% +$132K 0.98% 19
2023
Q1 		$1.6M Buy
72,139
+6,116
+9% +$127K 1.02% 19
2022
Q4 		$1.45M Buy
66,023
+2,858
+5% +$56K 0.99% 20
2022
Q3 		$1.1M Sell
63,165
-1,023
-2% -$18.1K 0.86% 26
2022
Q2 		$1.2M Sell
64,188
-4,685
-7% -$97.7K 0.86% 27
2022
Q1 		$1.58M Buy
68,873
+11,108
+19% +$247K 1% 22
2021
Q4 		$1.24M Buy
57,765
+3,665
+7% +$79.2K 0.77% 28
2021
Q3 		$1.18M Buy
+54,100
New +$1.22M 0.77% 30

Other funds holding SLV

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
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Independent Wealth Network's SLV Position: Q3 2026 in Review

Independent Wealth Network reduced its iShares Silver Trust (SLV) stake by 1.3% in Q3 2026, selling an estimated $73.7K and leaving 95,321 shares worth $5.2M. The position accounts for 1.31% of the portfolio, ranked #13.

Independent Wealth Network first reported a position in SLV in Q3 2021 and has held it in 21 quarters since. The position peaked at $7.21M in Q1 2026. 924 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Independent Wealth Network held 95,321 shares of iShares Silver Trust worth $5.2M as of Q3 2026.
  • Independent Wealth Network sold 1,300 iShares Silver Trust shares in Q3 2026, an estimated $73.7K.
  • iShares Silver Trust made up 1.31% of Independent Wealth Network's portfolio in Q3 2026, its #13 holding.
  • Independent Wealth Network first reported a position in iShares Silver Trust in Q3 2021 and has held it in 21 quarters since.
  • Independent Wealth Network's iShares Silver Trust position peaked at $7.21M in Q1 2026.
  • 924 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.