Lazari Capital Management’s iShares Silver Trust SLV Stock Holding History

Lazari Capital 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	$286K	Buy	5,346 +1,158	+28%	+$76.8K	0.09%	135
2026 Q1	$285K	Sell	4,188 -3,305	-44%	-$251K	0.1%	124
2025 Q4	$483K	Hold	7,493	–	–	0.16%	91
2025 Q3	$317K	Sell	7,493 -1,290	-15%	-$46.3K	0.11%	108
2025 Q2	$288K	Sell	8,783 -169	-2%	-$5.17K	0.11%	107
2025 Q1	$277K	Sell	8,952 -708	-7%	-$20.6K	0.11%	104
2024 Q4	$254K	Buy	9,660 +1,000	+12%	+$28.6K	0.1%	119
2024 Q3	$246K	Buy	8,660 +293	+4%	+$7.87K	0.11%	125
2024 Q2	$222K	Buy	+8,367	New	+$220K	0.1%	119

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 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

Lazari Capital Management's SLV Position: Q2 2026 in Review

Lazari Capital Management increased its iShares Silver Trust (SLV) stake by 28% in Q2 2026, buying an estimated $76.8K and bringing the position to 5,346 shares worth $286K. The position accounts for 0.09% of the portfolio, ranked #135.

Lazari Capital Management first reported a position in SLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $483K in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Lazari Capital Management held 5,346 shares of iShares Silver Trust worth $286K as of Q2 2026.
Lazari Capital Management bought 1,158 iShares Silver Trust shares in Q2 2026, an estimated $76.8K.
iShares Silver Trust made up 0.09% of Lazari Capital Management's portfolio in Q2 2026, its #135 holding.
Lazari Capital Management first reported a position in iShares Silver Trust in Q2 2024 and has held it in 9 quarters since.
Lazari Capital Management's iShares Silver Trust position peaked at $483K in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.