MFG
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Merit Financial Group’s iShares Silver Trust SLV Stock Holding History

Merit Financial Group’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 		$3.07M Buy
57,468
+4,132
+8% +$274K 0.02% 578
2026
Q1 		$3.63M Buy
53,336
+8,357
+19% +$635K 0.03% 485
2025
Q4 		$2.9M Buy
44,979
+7,969
+22% +$399K 0.02% 512
2025
Q3 		$1.57M Buy
37,010
+8,813
+31% +$316K 0.01% 665
2025
Q2 		$925K Buy
28,197
+5,054
+22% +$155K 0.01% 827
2025
Q1 		$717K Buy
23,143
+3,269
+16% +$95K 0.01% 787
2024
Q4 		$523K Buy
19,874
+111
+0.6% +$3.17K 0.01% 713
2024
Q3 		$561K Sell
19,763
-6,321
-24% -$170K 0.01% 535
2024
Q2 		$693K Buy
26,084
+1,111
+4% +$29.2K 0.02% 502
2024
Q1 		$605K Sell
24,973
-229
-0.9% -$4.89K 0.01% 525
2023
Q4 		$549K Sell
25,202
-91
-0.4% -$1.94K 0.02% 465
2023
Q3 		$514K Sell
25,293
-3,043
-11% -$65.8K 0.02% 454
2023
Q2 		$592K Buy
28,336
+6,293
+29% +$140K 0.02% 427
2023
Q1 		$488K Sell
22,043
-2,780
-11% -$57.6K 0.02% 404
2022
Q4 		$547K Sell
24,823
-353
-1% -$6.91K 0.02% 401
2022
Q3 		$441K Buy
25,176
+767
+3% +$13.6K 0.02% 375
2022
Q2 		$455K Buy
24,409
+4,063
+20% +$84.7K 0.01% 377
2022
Q1 		$466K Buy
20,346
+4,000
+24% +$88.9K 0.03% 247
2021
Q4 		$352K Sell
16,346
-75
-0.5% -$1.62K 0.03% 202
2021
Q3 		$337K Buy
+16,421
New +$369K 0.04% 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
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

Merit Financial Group's SLV Position: Q2 2026 in Review

Merit Financial Group increased its iShares Silver Trust (SLV) stake by 7.7% in Q2 2026, buying an estimated $274K and bringing the position to 57,468 shares worth $3.07M. The position accounts for 0.02% of the portfolio, ranked #578.

Merit Financial Group first reported a position in SLV in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.63M in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Merit Financial Group held 57,468 shares of iShares Silver Trust worth $3.07M as of Q2 2026.
  • Merit Financial Group bought 4,132 iShares Silver Trust shares in Q2 2026, an estimated $274K.
  • iShares Silver Trust made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #578 holding.
  • Merit Financial Group first reported a position in iShares Silver Trust in Q3 2021 and has held it in 20 quarters since.
  • Merit Financial Group's iShares Silver Trust position peaked at $3.63M in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.