Sage Investment Advisers’s iShares Silver Trust SLV Stock Holding History

Sage Investment Advisers’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	$489K	Buy	9,141 +1,945	+27%	+$129K	0.33%	60
2026 Q1	$490K	Buy	7,196 +466	+7%	+$35.4K	0.36%	56
2025 Q4	$434K	Buy	+6,730	New	+$337K	0.33%	61
2023 Q2	–	Sell	-9,855	Closed	-$218K	–	65
2023 Q1	$218K	Buy	9,855 +440	+5%	+$9.11K	0.29%	54
2022 Q4	$207K	Buy	+9,415	New	+$184K	0.3%	58

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

Sage Investment Advisers's SLV Position: Q2 2026 in Review

Sage Investment Advisers increased its iShares Silver Trust (SLV) stake by 27% in Q2 2026, buying an estimated $129K and bringing the position to 9,141 shares worth $489K. The position accounts for 0.33% of the portfolio, ranked #60.

Sage Investment Advisers first reported a position in SLV in Q4 2022 and has held it in 5 quarters since. The position peaked at $490K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Sage Investment Advisers held 9,141 shares of iShares Silver Trust worth $489K as of Q2 2026.
Sage Investment Advisers bought 1,945 iShares Silver Trust shares in Q2 2026, an estimated $129K.
iShares Silver Trust made up 0.33% of Sage Investment Advisers's portfolio in Q2 2026, its #60 holding.
Sage Investment Advisers first reported a position in iShares Silver Trust in Q4 2022 and has held it in 5 quarters since.
Sage Investment Advisers's iShares Silver Trust position peaked at $490K in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.