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Oliver Luxxe Assets’s iShares Silver Trust SLV Stock Holding History

Oliver Luxxe Assets’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 		$341K Buy
6,373
+170
+3% +$11.3K 0.05% 180
2026
Q1 		$423K Buy
6,203
+23
+0.4% +$1.75K 0.06% 169
2025
Q4 		$398K Hold
6,180
– – 0.06% 164
2025
Q3 		$262K Hold
6,180
– – 0.04% 176
2025
Q2 		$203K Buy
+6,180
New +$189K 0.04% 180

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

Oliver Luxxe Assets's SLV Position: Q2 2026 in Review

Oliver Luxxe Assets increased its iShares Silver Trust (SLV) stake by 2.7% in Q2 2026, buying an estimated $11.3K and bringing the position to 6,373 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #180.

Oliver Luxxe Assets first reported a position in SLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $423K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Oliver Luxxe Assets held 6,373 shares of iShares Silver Trust worth $341K as of Q2 2026.
  • Oliver Luxxe Assets bought 170 iShares Silver Trust shares in Q2 2026, an estimated $11.3K.
  • iShares Silver Trust made up 0.05% of Oliver Luxxe Assets's portfolio in Q2 2026, its #180 holding.
  • Oliver Luxxe Assets first reported a position in iShares Silver Trust in Q2 2025 and has held it in 5 quarters since.
  • Oliver Luxxe Assets's iShares Silver Trust position peaked at $423K in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.