KSWWM
SLV icon

Keyes Stange & Wooten Wealth Management’s iShares Silver Trust SLV Stock Holding History

Keyes Stange & Wooten 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 		– Sell
-3,800
Closed -$259K – 76
2026
Q1 		$259K Buy
+3,800
New +$289K 0.12% 61

Other funds holding SLV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 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
NPAN
Northeast Planning Associates NH Bedford, New Hampshire $133M AUM 26.84% 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

Keyes Stange & Wooten Wealth Management's SLV Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 3,800 shares — an estimated $259K sold.

Keyes Stange & Wooten Wealth Management first reported a position in SLV in Q1 2026 and held it in 1 quarter. The position peaked at $259K in Q1 2026. 660 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Keyes Stange & Wooten Wealth Management reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
  • Keyes Stange & Wooten Wealth Management sold 3,800 iShares Silver Trust shares in Q2 2026, an estimated $259K.
  • Keyes Stange & Wooten Wealth Management first reported a position in iShares Silver Trust in Q1 2026 and held it in 1 quarter.
  • Keyes Stange & Wooten Wealth Management's iShares Silver Trust position peaked at $259K in Q1 2026.
  • 660 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.