MWM
SLV icon

Melfa Wealth Management’s iShares Silver Trust SLV Stock Holding History

Melfa Wealth 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 		$210K Hold
3,927
– – 0.11% 163
2026
Q1 		$268K Hold
3,927
– – 0.15% 136
2025
Q4 		$253K Buy
+3,927
New +$197K 0.15% 147

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

Melfa Wealth Management's SLV Position: Q2 2026 in Review

Melfa Wealth Management held its iShares Silver Trust (SLV) position steady in Q2 2026 at 3,927 shares worth $210K. The position accounts for 0.11% of the portfolio, ranked #163.

Melfa Wealth Management first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $268K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Melfa Wealth Management held 3,927 shares of iShares Silver Trust worth $210K as of Q2 2026.
  • Melfa Wealth Management left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up 0.11% of Melfa Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Melfa Wealth Management first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • Melfa Wealth Management's iShares Silver Trust position peaked at $268K in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.