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Regent Peak Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Regent Peak 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 		$533K Buy
9,967
+559
+6% +$37.1K 0.1% 92
2026
Q1 		$641K Buy
+9,408
New +$715K 0.13% 72
2021
Q1 		– Sell
-859
Closed -$21K – 845
2020
Q4 		$21K Buy
+859
New +$19.5K 0.01% 447

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

Regent Peak Wealth Advisors's SLV Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its iShares Silver Trust (SLV) stake by 5.9% in Q2 2026, buying an estimated $37.1K and bringing the position to 9,967 shares worth $533K. The position accounts for 0.1% of the portfolio, ranked #92.

Regent Peak Wealth Advisors first reported a position in SLV in Q4 2020 and has held it in 3 quarters since. The position peaked at $641K in Q1 2026. 280 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Regent Peak Wealth Advisors held 9,967 shares of iShares Silver Trust worth $533K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 559 iShares Silver Trust shares in Q2 2026, an estimated $37.1K.
  • iShares Silver Trust made up 0.1% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • Regent Peak Wealth Advisors first reported a position in iShares Silver Trust in Q4 2020 and has held it in 3 quarters since.
  • Regent Peak Wealth Advisors's iShares Silver Trust position peaked at $641K in Q1 2026.
  • 280 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.