MWM
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MinichMacGregor Wealth Management’s iShares Silver Trust SLV Stock Holding History

MinichMacGregor 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 		– Sell
-3,268
Closed -$223K – 169
2026
Q1 		$223K Sell
3,268
-335,898
-99% -$25.5M 0.04% 121
2025
Q4 		$21.8M Buy
+339,166
New +$17M 3.96% 3
2024
Q4 		– Sell
-215,267
Closed -$6.12M – 126
2024
Q3 		$6.12M Sell
215,267
-5,776
-3% -$155K 1.31% 36
2024
Q2 		$5.87M Buy
+221,043
New +$5.81M 1.43% 34
2024
Q1 		– Sell
-15,599
Closed -$340K – 117
2023
Q4 		$340K Sell
15,599
-282,283
-95% -$6.01M 0.1% 71
2023
Q3 		$6.06M Sell
297,882
-30,407
-9% -$657K 2.01% 16
2023
Q2 		$6.86M Buy
+328,289
New +$7.3M 2.14% 14
2023
Q1 		– Sell
-635
Closed -$14K – 555
2022
Q4 		$14K Buy
+635
New +$12.4K 0.01% 376
2020
Q1 		– Sell
-56,417
Closed -$941K – 116
2019
Q4 		$941K Buy
+56,417
New +$914K 0.52% 30
2018
Q4 		– Sell
-635
Closed -$8K – 455
2018
Q3 		$8K Hold
635
– – 0.01% 342
2018
Q2 		$9K Hold
635
– – 0.01% 323
2018
Q1 		$9K Hold
635
– – 0.01% 322
2017
Q4 		$10K Buy
635
+250
+65% +$3.95K 0.01% 307
2017
Q3 		$6K Hold
385
– – 0.01% 334
2017
Q2 		$6K Hold
385
– – 0.01% 340
2017
Q1 		$6K Hold
385
– – 0.01% 335
2016
Q4 		$5K Sell
385
-177,787
-100% -$2.89M ﹤0.01% 341
2016
Q3 		$3.24M Buy
178,172
+177,287
+20,032% +$3.3M 3.04% 8
2016
Q2 		$15K Buy
885
+275
+45% +$4.4K 0.01% 202
2016
Q1 		$8K Buy
610
+500
+455% +$7.1K 0.01% 280
2015
Q4 		$1K Buy
+110
New +$1.55K ﹤0.01% 359

Other funds holding SLV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NPAN
Northeast Planning Associates NH Bedford, New Hampshire $133M AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

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

MinichMacGregor Wealth Management sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 3,268 shares — an estimated $223K sold.

MinichMacGregor Wealth Management first reported a position in SLV in Q4 2015 and held it in 21 quarters. The position peaked at $21.8M in Q4 2025. 662 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • MinichMacGregor Wealth Management reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 3,268 iShares Silver Trust shares in Q2 2026, an estimated $223K.
  • MinichMacGregor Wealth Management first reported a position in iShares Silver Trust in Q4 2015 and held it in 21 quarters.
  • MinichMacGregor Wealth Management's iShares Silver Trust position peaked at $21.8M in Q4 2025.
  • 662 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.