PWG
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Portside Wealth Group’s iShares Silver Trust SLV Stock Holding History

Portside Wealth Group’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 		$267K Buy
+5,000
New +$332K 0.03% 429

Other funds holding SLV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CA
Corecam AG Zurich $117M AUM

Portside Wealth Group's SLV Position: Q2 2026 in Review

Portside Wealth Group increased its iShares Silver Trust (SLV) stake by 3.9% in Q2 2026, buying an estimated $13.7K and bringing the position to 5,457 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #404.

Portside Wealth Group first reported a position in SLV in Q2 2023 and has held it in 5 quarters since. The position peaked at $506K in Q4 2025. 236 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Portside Wealth Group held 5,457 shares of iShares Silver Trust worth $292K as of Q2 2026.
  • Portside Wealth Group bought 207 iShares Silver Trust shares in Q2 2026, an estimated $13.7K.
  • iShares Silver Trust made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #404 holding.
  • Portside Wealth Group first reported a position in iShares Silver Trust in Q2 2023 and has held it in 5 quarters since.
  • Portside Wealth Group's iShares Silver Trust position peaked at $506K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

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