LW
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
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

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

Lauer Wealth's SLV Position: Q2 2026 in Review

Lauer Wealth sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 3,600 shares — an estimated $243K sold.

Lauer Wealth first reported a position in SLV in Q4 2025 and held it in 2 quarters. The position peaked at $243K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Lauer Wealth reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
  • Lauer Wealth sold 3,600 iShares Silver Trust shares in Q2 2026, an estimated $243K.
  • Lauer Wealth first reported a position in iShares Silver Trust in Q4 2025 and held it in 2 quarters.
  • Lauer Wealth's iShares Silver Trust position peaked at $243K in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.