KWM
SLV icon

KFG Wealth Management’s iShares Silver Trust SLV Stock Holding History

KFG 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 		$603K Buy
11,285
+1,373
+14% +$91K 0.07% 124
2026
Q1 		$675K Sell
9,912
-744
-7% -$56.5K 0.09% 104
2025
Q4 		$686K Sell
10,656
-524
-5% -$26.2K 0.09% 98
2025
Q3 		$474K Buy
11,180
+171
+2% +$6.14K 0.07% 134
2025
Q2 		$361K Buy
+11,009
New +$337K 0.06% 146

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
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

KFG Wealth Management's SLV Position: Q2 2026 in Review

KFG Wealth Management increased its iShares Silver Trust (SLV) stake by 14% in Q2 2026, buying an estimated $91K and bringing the position to 11,285 shares worth $603K. The position accounts for 0.07% of the portfolio, ranked #124.

KFG Wealth Management first reported a position in SLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $686K in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • KFG Wealth Management held 11,285 shares of iShares Silver Trust worth $603K as of Q2 2026.
  • KFG Wealth Management bought 1,373 iShares Silver Trust shares in Q2 2026, an estimated $91K.
  • iShares Silver Trust made up 0.07% of KFG Wealth Management's portfolio in Q2 2026, its #124 holding.
  • KFG Wealth Management first reported a position in iShares Silver Trust in Q2 2025 and has held it in 5 quarters since.
  • KFG Wealth Management's iShares Silver Trust position peaked at $686K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.