M3 Advisory Group’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$315K Buy
5,893
+177
+3% +$11.7K 0.16% 104
2026
Q1
$389K Buy
5,716
+713
+14% +$54.2K 0.24% 74
2025
Q4
$322K Buy
5,003
+31
+0.6% +$1.55K 0.2% 87
2025
Q3
$211K Buy
+4,972
New +$179K 0.13% 144

Other funds holding SLV

M3 Advisory Group's SLV Position: Q2 2026 in Review

M3 Advisory Group increased its iShares Silver Trust (SLV) stake by 3.1% in Q2 2026, buying an estimated $11.7K and bringing the position to 5,893 shares worth $315K. The position accounts for 0.16% of the portfolio, ranked #104.

M3 Advisory Group first reported a position in SLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $389K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • M3 Advisory Group held 5,893 shares of iShares Silver Trust worth $315K as of Q2 2026.
  • M3 Advisory Group bought 177 iShares Silver Trust shares in Q2 2026, an estimated $11.7K.
  • iShares Silver Trust made up 0.16% of M3 Advisory Group's portfolio in Q2 2026, its #104 holding.
  • M3 Advisory Group first reported a position in iShares Silver Trust in Q3 2025 and has held it in 4 quarters since.
  • M3 Advisory Group's iShares Silver Trust position peaked at $389K in Q1 2026.
  • 1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.