LVW Advisors’s iShares Silver Trust SLV Stock Holding History

LVW Advisors’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	-3,197	Closed	-$218K	–	494
2026 Q1	$218K	Sell	3,197 -6,369	-67%	-$484K	0.02%	395
2025 Q4	$616K	Sell	9,566 -1,078	-10%	-$54K	0.06%	163
2025 Q3	$451K	Buy	10,644 +3,107	+41%	+$112K	0.05%	210
2025 Q2	$247K	Buy	+7,537	New	+$231K	0.03%	291
2022 Q3	–	Sell	-11,614	Closed	-$216K	–	234
2022 Q2	$216K	Hold	11,614	–	–	0.04%	217
2022 Q1	$266K	Sell	11,614 -1,200	-9%	-$26.7K	0.05%	205
2021 Q4	$276K	Hold	12,814	–	–	0.05%	205
2021 Q3	$263K	Hold	12,814	–	–	0.05%	206
2021 Q2	$310K	Hold	12,814	–	–	0.06%	183
2021 Q1	$291K	Buy	12,814 +2,107	+20%	+$51.3K	0.06%	183
2020 Q4	$263K	Buy	+10,707	New	+$244K	0.05%	181

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

LVW Advisors's SLV Position: Q2 2026 in Review

LVW Advisors sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 3,197 shares — an estimated $218K sold.

LVW Advisors first reported a position in SLV in Q4 2020 and held it in 11 quarters. The position peaked at $616K in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

LVW Advisors reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
LVW Advisors sold 3,197 iShares Silver Trust shares in Q2 2026, an estimated $218K.
LVW Advisors first reported a position in iShares Silver Trust in Q4 2020 and held it in 11 quarters.
LVW Advisors's iShares Silver Trust position peaked at $616K in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.