Net Worth Advisory Group’s iShares Silver Trust SLV Stock Holding History

Net Worth Advisory 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	$242K	Sell	4,535 -5,708	-56%	-$378K	0.06%	343
2026 Q1	$698K	Sell	10,243 -661	-6%	-$50.2K	0.14%	154
2025 Q4	$702K	Buy	10,904 +4,787	+78%	+$240K	0.14%	157
2025 Q3	$259K	Sell	6,117 -6,016	-50%	-$216K	0.08%	340
2025 Q2	$398K	Buy	12,133 +4,610	+61%	+$141K	0.09%	233
2025 Q1	$233K	Sell	7,523 -516	-6%	-$15K	0.07%	312
2024 Q4	$212K	Sell	8,039 -125	-2%	-$3.57K	0.06%	348
2024 Q3	$232K	Buy	+8,164	New	+$219K	0.07%	340

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

Net Worth Advisory Group's SLV Position: Q2 2026 in Review

Net Worth Advisory Group reduced its iShares Silver Trust (SLV) stake by 56% in Q2 2026, selling an estimated $378K and leaving 4,535 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #343.

Net Worth Advisory Group first reported a position in SLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $702K in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Net Worth Advisory Group held 4,535 shares of iShares Silver Trust worth $242K as of Q2 2026.
Net Worth Advisory Group sold 5,708 iShares Silver Trust shares in Q2 2026, an estimated $378K.
iShares Silver Trust made up 0.06% of Net Worth Advisory Group's portfolio in Q2 2026, its #343 holding.
Net Worth Advisory Group first reported a position in iShares Silver Trust in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's iShares Silver Trust position peaked at $702K in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.