Pines Wealth Management’s iShares Silver Trust SLV Stock Holding History

Pines Wealth Management’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	-3,500	Closed	-$238K	–	228
2026 Q1	$238K	Sell	3,500 -2,250	-39%	-$171K	0.08%	197
2025 Q4	$370K	Hold	5,750	–	–	0.12%	157
2025 Q3	$244K	Buy	+5,750	New	+$206K	0.08%	199

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

Pines Wealth Management's SLV Position: Q2 2026 in Review

Pines Wealth Management sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 3,500 shares — an estimated $238K sold.

Pines Wealth Management first reported a position in SLV in Q3 2025 and held it in 3 quarters. The position peaked at $370K in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Pines Wealth Management reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Pines Wealth Management sold 3,500 iShares Silver Trust shares in Q2 2026, an estimated $238K.
Pines Wealth Management first reported a position in iShares Silver Trust in Q3 2025 and held it in 3 quarters.
Pines Wealth Management's iShares Silver Trust position peaked at $370K in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.