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 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

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 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

Inspirion Wealth Advisors's SLV Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its iShares Silver Trust (SLV) stake by 3.4% in Q2 2026, selling an estimated $18.6K and leaving 7,972 shares worth $427K. The position accounts for 0.05% of the portfolio, ranked #120.

Inspirion Wealth Advisors first reported a position in SLV in Q4 2020 and has held it in 11 quarters since. The position peaked at $562K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Inspirion Wealth Advisors held 7,972 shares of iShares Silver Trust worth $427K as of Q2 2026.
Inspirion Wealth Advisors sold 280 iShares Silver Trust shares in Q2 2026, an estimated $18.6K.
iShares Silver Trust made up 0.05% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #120 holding.
Inspirion Wealth Advisors first reported a position in iShares Silver Trust in Q4 2020 and has held it in 11 quarters since.
Inspirion Wealth Advisors's iShares Silver Trust position peaked at $562K in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.