Capstone Wealth Management Group, Inc.’s iShares Silver Trust SLV Stock Holding History

Capstone Wealth Management Group, Inc.’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	$2.23M	Buy	+41,620	New	+$2.76M	1.34%	22

Other funds holding SLV

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Capstone Wealth Management Group, Inc.'s SLV Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in iShares Silver Trust (SLV) in Q2 2026: 41,620 shares worth $2.23M. The stake represents 1.34% of the portfolio and ranks #22 among its holdings.

582 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Capstone Wealth Management Group, Inc. held 41,620 shares of iShares Silver Trust worth $2.23M as of Q2 2026.
iShares Silver Trust was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
iShares Silver Trust made up 1.34% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #22 holding.
582 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.