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

Physician 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	$152K	Hold	2,847	–	–	0.02%	254
2026 Q1	$194K	Sell	2,847 -924	-25%	-$70.2K	0.03%	199
2025 Q4	$243K	Buy	3,771 +340	+10%	+$17K	0.03%	170
2025 Q3	$145K	Hold	3,431	–	–	0.02%	232
2025 Q2	$113K	Hold	3,431	–	–	0.02%	249
2025 Q1	$106K	Hold	3,431	–	–	0.02%	246
2024 Q4	$90.3K	Buy	+3,431	New	+$98K	0.02%	269

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

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

Physician Wealth Advisors held its iShares Silver Trust (SLV) position steady in Q2 2026 at 2,847 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #254.

Physician Wealth Advisors first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $243K in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Physician Wealth Advisors held 2,847 shares of iShares Silver Trust worth $152K as of Q2 2026.
Physician Wealth Advisors left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #254 holding.
Physician Wealth Advisors first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's iShares Silver Trust position peaked at $243K in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.