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Naples Global Advisors’s iShares Silver Trust SLV Stock Holding History

Naples Global Advisors’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 		$388K Hold
7,265
– – 0.02% 379
2026
Q1 		$495K Buy
7,265
+110
+2% +$8.36K 0.04% 329
2025
Q4 		$461K Buy
7,155
+2,405
+51% +$120K 0.03% 338
2025
Q3 		$201K Buy
+4,750
New +$171K 0.02% 433

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
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

Naples Global Advisors's SLV Position: Q2 2026 in Review

Naples Global Advisors held its iShares Silver Trust (SLV) position steady in Q2 2026 at 7,265 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #379.

Naples Global Advisors first reported a position in SLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $495K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Naples Global Advisors held 7,265 shares of iShares Silver Trust worth $388K as of Q2 2026.
  • Naples Global Advisors left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up 0.02% of Naples Global Advisors's portfolio in Q2 2026, its #379 holding.
  • Naples Global Advisors first reported a position in iShares Silver Trust in Q3 2025 and has held it in 4 quarters since.
  • Naples Global Advisors's iShares Silver Trust position peaked at $495K in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.