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Nvest Wealth Strategies’s iShares Silver Trust SLV Stock Holding History

Nvest Wealth Strategies’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 		$52.8K Buy
987
+807
+448% +$53.5K 0.03% 55
2026
Q1 		$12.3K Buy
180
+172
+2,150% +$13.1K 0.01% 105
2025
Q4 		$516 Buy
+8
New +$400 ﹤0.01% 203

Other funds holding SLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 1-Year Est. Return

Nvest Wealth Strategies's SLV Position: Q2 2026 in Review

Nvest Wealth Strategies increased its iShares Silver Trust (SLV) stake by 448% in Q2 2026, buying an estimated $53.5K and bringing the position to 987 shares worth $52.8K. The position accounts for 0.03% of the portfolio, ranked #55.

Nvest Wealth Strategies first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. 933 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Nvest Wealth Strategies held 987 shares of iShares Silver Trust worth $52.8K as of Q2 2026.
  • Nvest Wealth Strategies bought 807 iShares Silver Trust shares in Q2 2026, an estimated $53.5K.
  • iShares Silver Trust made up 0.03% of Nvest Wealth Strategies's portfolio in Q2 2026, its #55 holding.
  • Nvest Wealth Strategies first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.