Matthew Hamilton Rosenberg’s iShares Silver Trust SLV Stock Holding History

Matthew Hamilton Rosenberg’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	$1.13M	Hold	21,106	–	–	0.21%	52
2026 Q1	$1.44M	Sell	21,106 -72	-0.3%	-$5.47K	0.29%	41
2025 Q4	$1.36M	Hold	21,178	–	–	0.28%	41
2025 Q3	$897K	Buy	21,178 +350	+2%	+$12.6K	0.19%	56
2025 Q2	$683K	Hold	20,828	–	–	0.16%	61
2025 Q1	$645K	Buy	20,828 +209	+1%	+$6.07K	0.16%	63
2024 Q4	$543K	Hold	20,619	–	–	0.14%	69
2024 Q3	$586K	Hold	20,619	–	–	0.15%	70
2024 Q2	$554K	Hold	20,619	–	–	0.16%	67
2024 Q1	$471K	Hold	20,619	–	–	0.14%	77
2023 Q4	$449K	Hold	20,619	–	–	0.14%	75
2023 Q3	$419K	Buy	20,619 +895	+5%	+$19.3K	0.14%	72
2023 Q2	$412K	Hold	19,724	–	–	0.14%	79
2023 Q1	$436K	Buy	19,724 +47	+0.2%	+$974	0.14%	78
2022 Q4	$433K	Hold	19,677	–	–	0.15%	81
2022 Q3	$344K	Hold	19,677	–	–	0.13%	97
2022 Q2	$360K	Hold	19,677	–	–	0.14%	95
2022 Q1	$450K	Hold	19,677	–	–	0.16%	84
2021 Q4	$423K	Hold	19,677	–	–	0.15%	83
2021 Q3	$404K	Buy	19,677 +14,177	+258%	+$319K	0.16%	74
2021 Q2	$133K	Hold	5,500	–	–	0.07%	214
2021 Q1	$125K	Hold	5,500	–	–	0.07%	215
2020 Q4	$135K	Hold	5,500	–	–	0.08%	174
2020 Q3	$119K	Hold	5,500	–	–	0.09%	165
2020 Q2	$94K	Hold	5,500	–	–	0.07%	206
2020 Q1	$72K	Buy	+5,500	New	+$86.5K	0.07%	192

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

Matthew Hamilton Rosenberg's SLV Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares Silver Trust (SLV) position steady in Q2 2026 at 21,106 shares worth $1.13M. The position accounts for 0.21% of the portfolio, ranked #52.

Matthew Hamilton Rosenberg first reported a position in SLV in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.44M in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Matthew Hamilton Rosenberg held 21,106 shares of iShares Silver Trust worth $1.13M as of Q2 2026.
Matthew Hamilton Rosenberg left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.21% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #52 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Silver Trust in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's iShares Silver Trust position peaked at $1.44M in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.