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Octavia Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Octavia Wealth 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 		– Sell
-3,124
Closed -$213K – 246
2026
Q1 		$213K Sell
3,124
-1,321
-30% -$100K 0.02% 223
2025
Q4 		$286K Buy
+4,445
New +$223K 0.03% 195

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

Octavia Wealth Advisors's SLV Position: Q2 2026 in Review

Octavia Wealth Advisors sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 3,124 shares — an estimated $213K sold.

Octavia Wealth Advisors first reported a position in SLV in Q4 2025 and held it in 2 quarters. The position peaked at $286K in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Octavia Wealth Advisors reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 3,124 iShares Silver Trust shares in Q2 2026, an estimated $213K.
  • Octavia Wealth Advisors first reported a position in iShares Silver Trust in Q4 2025 and held it in 2 quarters.
  • Octavia Wealth Advisors's iShares Silver Trust position peaked at $286K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.