Modern Wealth Management’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
Other funds holding SLV
Modern Wealth Management's SLV Position: Q2 2026 in Review
Modern Wealth Management increased its iShares Silver Trust (SLV) stake by 66% in Q2 2026, buying an estimated $570K and bringing the position to 21,622 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #486.
Modern Wealth Management first reported a position in SLV in Q1 2025 and has held it in 6 quarters since. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.
- Modern Wealth Management held 21,622 shares of iShares Silver Trust worth $1.16M as of Q2 2026.
- Modern Wealth Management bought 8,594 iShares Silver Trust shares in Q2 2026, an estimated $570K.
- iShares Silver Trust made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #486 holding.
- Modern Wealth Management first reported a position in iShares Silver Trust in Q1 2025 and has held it in 6 quarters since.
- 1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.
Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.