National Wealth Management Group’s iShares Silver Trust SLV Stock Holding History

National Wealth Management Group’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	$2.49M	Sell	46,633 -2,285	-5%	-$152K	0.77%	38
2026 Q1	$3.33M	Sell	48,918 -15,130	-24%	-$1.15M	1.24%	21
2025 Q4	$4.13M	Sell	64,048 -20,645	-24%	-$1.03M	1.43%	18
2025 Q3	$3.59M	Buy	84,693 +72,333	+585%	+$2.6M	1.35%	18
2025 Q2	$406K	Sell	12,360 -855	-6%	-$26.2K	0.23%	100
2025 Q1	$410K	Sell	13,215 -4,456	-25%	-$129K	0.27%	93
2024 Q4	$465K	Sell	17,671 -3,855	-18%	-$110K	0.31%	74
2024 Q3	$612K	Buy	+21,526	New	+$578K	0.41%	56

Other funds holding SLV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

National Wealth Management Group's SLV Position: Q2 2026 in Review

National Wealth Management Group reduced its iShares Silver Trust (SLV) stake by 4.7% in Q2 2026, selling an estimated $152K and leaving 46,633 shares worth $2.49M. The position accounts for 0.77% of the portfolio, ranked #38.

National Wealth Management Group first reported a position in SLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.13M in Q4 2025. 354 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

National Wealth Management Group held 46,633 shares of iShares Silver Trust worth $2.49M as of Q2 2026.
National Wealth Management Group sold 2,285 iShares Silver Trust shares in Q2 2026, an estimated $152K.
iShares Silver Trust made up 0.77% of National Wealth Management Group's portfolio in Q2 2026, its #38 holding.
National Wealth Management Group first reported a position in iShares Silver Trust in Q3 2024 and has held it in 8 quarters since.
National Wealth Management Group's iShares Silver Trust position peaked at $4.13M in Q4 2025.
354 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.