SFG
SLV icon

SageGuard Financial Group’s iShares Silver Trust SLV Stock Holding History

SageGuard Financial 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 		$4.36M Buy
81,577
+29,806
+58% +$1.98M 0.61% 57
2026
Q1 		$3.53M Buy
51,771
+45,046
+670% +$3.42M 0.55% 52
2025
Q4 		$433K Buy
+6,725
New +$337K 0.07% 127

Other funds holding SLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 1-Year Est. Return

SageGuard Financial Group's SLV Position: Q2 2026 in Review

SageGuard Financial Group increased its iShares Silver Trust (SLV) stake by 58% in Q2 2026, buying an estimated $1.98M and bringing the position to 81,577 shares worth $4.36M. The position accounts for 0.61% of the portfolio, ranked #57.

SageGuard Financial Group first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. 923 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • SageGuard Financial Group held 81,577 shares of iShares Silver Trust worth $4.36M as of Q2 2026.
  • SageGuard Financial Group bought 29,806 iShares Silver Trust shares in Q2 2026, an estimated $1.98M.
  • iShares Silver Trust made up 0.61% of SageGuard Financial Group's portfolio in Q2 2026, its #57 holding.
  • SageGuard Financial Group first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • 923 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.