Inspirion Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Inspirion Wealth Advisors’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	$406K	Sell	7,454 -518	-6%	-$29.3K	0.05%	118
2026 Q2	$427K	Sell	7,972 -280	-3%	-$18.6K	0.05%	120
2026 Q1	$562K	Sell	8,252 -174	-2%	-$13.2K	0.07%	99
2025 Q4	$543K	Buy	8,426 +162	+2%	+$8.11K	0.07%	98
2025 Q3	$235K	Buy	8,264 +700	+9%	+$25.1K	0.03%	134
2025 Q2	$248K	Sell	7,564 -2,095	-22%	-$64.1K	0.03%	139
2025 Q1	$299K	Buy	9,659 +2,095	+28%	+$60.9K	0.04%	125
2024 Q4	$207K	Sell	7,564 -700	-8%	-$20K	0.03%	141
2024 Q3	$235K	Hold	8,264	–	–	0.03%	135
2024 Q2	$220K	Buy	+8,264	New	+$217K	0.03%	136
2022 Q2	–	Sell	-9,003	Closed	-$206K	–	123
2022 Q1	$206K	Buy	+9,003	New	+$200K	0.04%	105
2021 Q1	–	Sell	-8,255	Closed	-$203K	–	87
2020 Q4	$203K	Buy	+8,255	New	+$188K	0.06%	79

Other funds holding SLV

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Inspirion Wealth Advisors's SLV Position: Q3 2026 in Review

Inspirion Wealth Advisors reduced its iShares Silver Trust (SLV) stake by 6.5% in Q3 2026, selling an estimated $29.3K and leaving 7,454 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #118.

Inspirion Wealth Advisors first reported a position in SLV in Q4 2020 and has held it in 12 quarters since. The position peaked at $562K in Q1 2026. 72 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Inspirion Wealth Advisors held 7,454 shares of iShares Silver Trust worth $406K as of Q3 2026.
Inspirion Wealth Advisors sold 518 iShares Silver Trust shares in Q3 2026, an estimated $29.3K.
iShares Silver Trust made up 0.05% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #118 holding.
Inspirion Wealth Advisors first reported a position in iShares Silver Trust in Q4 2020 and has held it in 12 quarters since.
Inspirion Wealth Advisors's iShares Silver Trust position peaked at $562K in Q1 2026.
72 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.