ORG Wealth Partners’s iShares Silver Trust SLV Stock Holding History

ORG Wealth Partners’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	$3.74K	Buy	3,742 +3,672	+5,246%	+$243K	﹤0.01%	636
2026 Q1	$4.77K	Hold	70	–	–	﹤0.01%	554
2025 Q4	$4.51K	Hold	70	–	–	﹤0.01%	525
2025 Q3	$2.96K	Hold	70	–	–	﹤0.01%	555
2025 Q2	$2.29K	Sell	70 -2,824	-98%	-$86.4K	﹤0.01%	594
2025 Q1	$88.6K	Buy	+2,894	New	+$84.1K	0.03%	296

Other funds holding SLV

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

ORG Wealth Partners's SLV Position: Q2 2026 in Review

ORG Wealth Partners increased its iShares Silver Trust (SLV) stake by 5,246% in Q2 2026, buying an estimated $243K and bringing the position to 3,742 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

ORG Wealth Partners first reported a position in SLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $88.6K in Q1 2025. 515 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

ORG Wealth Partners held 3,742 shares of iShares Silver Trust worth $3.74K as of Q2 2026.
ORG Wealth Partners bought 3,672 iShares Silver Trust shares in Q2 2026, an estimated $243K.
iShares Silver Trust made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #636 holding.
ORG Wealth Partners first reported a position in iShares Silver Trust in Q1 2025 and has held it in 6 quarters since.
ORG Wealth Partners's iShares Silver Trust position peaked at $88.6K in Q1 2025.
515 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.