Merrion Investment Management’s iShares Silver Trust SLV Stock Holding History

Merrion Investment 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 Q3	$382K	Hold	7,000	–	–	0.19%	88
2026 Q2	$374K	Buy	7,000 +1,000	+17%	+$66.3K	0.18%	89
2026 Q1	$409K	Hold	6,000	–	–	0.22%	82
2025 Q4	$387K	Hold	6,000	–	–	0.21%	83
2025 Q3	$254K	Buy	+6,000	New	+$215K	0.15%	102
2021 Q1	–	Sell	-2,000	Closed	-$49K	–	208
2020 Q4	$49K	Buy	+2,000	New	+$45.5K	0.04%	126

Other funds holding SLV

RAG

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

Merrion Investment Management's SLV Position: Q3 2026 in Review

Merrion Investment Management held its iShares Silver Trust (SLV) position steady in Q3 2026 at 7,000 shares worth $382K. The position accounts for 0.19% of the portfolio, ranked #88.

Merrion Investment Management first reported a position in SLV in Q4 2020 and has held it in 6 quarters since. The position peaked at $409K in Q1 2026. 219 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Merrion Investment Management held 7,000 shares of iShares Silver Trust worth $382K as of Q3 2026.
Merrion Investment Management left its iShares Silver Trust share count unchanged in Q3 2026.
iShares Silver Trust made up 0.19% of Merrion Investment Management's portfolio in Q3 2026, its #88 holding.
Merrion Investment Management first reported a position in iShares Silver Trust in Q4 2020 and has held it in 6 quarters since.
Merrion Investment Management's iShares Silver Trust position peaked at $409K in Q1 2026.
219 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Merrion Investment Management's 13F filing for Q3 2026, filed 16 Oct 2026.