Lauer Wealth
SLV icon

Lauer Wealth’s iShares Silver Trust SLV Stock Holding History

Lauer Wealth’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 		$269K Buy
+5,033
New +$285K 0.17% 71
2026
Q2 		– Sell
-3,600
Closed -$243K – 89
2026
Q1 		$243K Buy
3,600
+201
+6% +$15.3K 0.19% 48
2025
Q4 		$237K Buy
+3,399
New +$170K 0.18% 52

Other funds holding SLV

New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Walser Wealth Management
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Lauer Wealth's SLV Position: Q3 2026 in Review

Lauer Wealth opened a new position in iShares Silver Trust (SLV) in Q3 2026: 5,033 shares worth $269K. The stake represents 0.17% of the portfolio and ranks #71 among its holdings. This is a return to the name: Lauer Wealth previously reported a position in SLV as recently as Q1 2026.

Lauer Wealth first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. 440 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Lauer Wealth held 5,033 shares of iShares Silver Trust worth $269K as of Q3 2026.
  • iShares Silver Trust was a new Lauer Wealth position in Q3 2026.
  • iShares Silver Trust made up 0.17% of Lauer Wealth's portfolio in Q3 2026, its #71 holding.
  • Lauer Wealth first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • 440 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.