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 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

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

Merrion Investment Management's SLV Position: Q2 2026 in Review

Merrion Investment Management increased its iShares Silver Trust (SLV) stake by 17% in Q2 2026, buying an estimated $66.3K and bringing the position to 7,000 shares worth $374K. The position accounts for 0.18% of the portfolio, ranked #89.

Merrion Investment Management first reported a position in SLV in Q4 2020 and has held it in 5 quarters since. The position peaked at $409K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Merrion Investment Management held 7,000 shares of iShares Silver Trust worth $374K as of Q2 2026.
Merrion Investment Management bought 1,000 iShares Silver Trust shares in Q2 2026, an estimated $66.3K.
iShares Silver Trust made up 0.18% of Merrion Investment Management's portfolio in Q2 2026, its #89 holding.
Merrion Investment Management first reported a position in iShares Silver Trust in Q4 2020 and has held it in 5 quarters since.
Merrion Investment Management's iShares Silver Trust position peaked at $409K in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.