Moulton Wealth Management’s iShares Silver Trust SLV Stock Holding History

Moulton 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	$1.18M	Sell	21,819 -2,175	-9%	-$144K	0.78%	28
2026 Q1	$1.58M	Buy	+23,994	New	+$1.82M	1.07%	27
2025 Q4	–	Sell	-45,618	Closed	-$1.93M	–	50
2025 Q3	$1.93M	Buy	+45,618	New	+$1.64M	1.41%	20

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

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

Moulton Wealth Management reduced its iShares Silver Trust (SLV) stake by 9.1% in Q2 2026, selling an estimated $144K and leaving 21,819 shares worth $1.18M. The position accounts for 0.78% of the portfolio, ranked #28.

Moulton Wealth Management first reported a position in SLV in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.93M in Q3 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Moulton Wealth Management held 21,819 shares of iShares Silver Trust worth $1.18M as of Q2 2026.
Moulton Wealth Management sold 2,175 iShares Silver Trust shares in Q2 2026, an estimated $144K.
iShares Silver Trust made up 0.78% of Moulton Wealth Management's portfolio in Q2 2026, its #28 holding.
Moulton Wealth Management first reported a position in iShares Silver Trust in Q3 2025 and has held it in 3 quarters since.
Moulton Wealth Management's iShares Silver Trust position peaked at $1.93M in Q3 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.