SWM
SLV icon

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

SeaCrest 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 		$1.16M Buy
21,638
+3,537
+20% +$235K 0.13% 145
2026
Q1 		$1.23M Sell
18,101
-1,075
-6% -$81.7K 0.13% 150
2025
Q4 		$1.36M Sell
19,176
-5,069
-21% -$254K 0.14% 136
2025
Q3 		$1.08M Buy
24,245
+3
+0% +$108 0.11% 165
2025
Q2 		$795K Sell
24,242
-515
-2% -$15.8K 0.09% 213
2025
Q1 		$767K Sell
24,757
-1,252
-5% -$36.4K 0.09% 227
2024
Q4 		$685K Sell
26,009
-245
-0.9% -$7K 0.07% 261
2024
Q3 		$746K Buy
26,254
+6,156
+31% +$165K 0.08% 245
2024
Q2 		$534K Sell
20,098
-213
-1% -$5.6K 0.06% 297
2024
Q1 		$462K Sell
20,311
-1,358
-6% -$29K 0.06% 332
2023
Q4 		$460K Sell
21,669
-157
-0.7% -$3.34K 0.06% 332
2023
Q3 		$444K Buy
21,826
+7,305
+50% +$158K 0.06% 333
2023
Q2 		$303K Sell
14,521
-340
-2% -$7.56K 0.04% 460
2023
Q1 		$329K Sell
14,861
-2,861
-16% -$59.3K 0.04% 437
2022
Q4 		$390K Sell
17,722
-861
-5% -$16.9K 0.06% 385
2022
Q3 		$325K Buy
18,583
+2,675
+17% +$47.4K 0.05% 416
2022
Q2 		$297K Sell
15,908
-278
-2% -$5.8K 0.04% 467
2022
Q1 		$370K Sell
16,186
-1,546
-9% -$34.4K 0.04% 451
2021
Q4 		$381K Sell
17,732
-4,749
-21% -$103K 0.04% 443
2021
Q3 		$461K Buy
22,481
+3,287
+17% +$73.9K 0.06% 362
2021
Q2 		$465K Sell
19,194
-12,977
-40% -$321K 0.06% 357
2021
Q1 		$730K Sell
32,171
-1,874
-6% -$45.6K 0.1% 224
2020
Q4 		$836K Buy
34,045
+19,761
+138% +$449K 0.12% 187
2020
Q3 		$309K Sell
14,284
-1,012
-7% -$23K 0.05% 382
2020
Q2 		$260K Sell
15,296
-1,650
-10% -$25.2K 0.04% 442
2020
Q1 		$221K Sell
16,946
-1,806
-10% -$28.4K 0.05% 410
2019
Q4 		$313K Sell
18,752
-1,747
-9% -$28.3K 0.05% 389
2019
Q3 		$326K Sell
20,499
-41
-0.2% -$652 0.06% 371
2019
Q2 		$294K Sell
20,540
-569
-3% -$7.95K 0.06% 384
2019
Q1 		$299K Buy
21,109
+81
+0.4% +$1.18K 0.05% 363
2018
Q4 		$305K Buy
21,028
+147
+0.7% +$2.01K 0.06% 326
2018
Q3 		$287K Buy
20,881
+2,640
+14% +$37.2K 0.05% 399
2018
Q2 		$276K Sell
18,241
-996
-5% -$15.5K 0.05% 393
2018
Q1 		$296K Buy
19,237
+675
+4% +$10.7K 0.05% 368
2017
Q4 		$297K Buy
+18,562
New +$293K 0.05% 375

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
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

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

SeaCrest Wealth Management increased its iShares Silver Trust (SLV) stake by 20% in Q2 2026, buying an estimated $235K and bringing the position to 21,638 shares worth $1.16M. The position accounts for 0.13% of the portfolio, ranked #145.

SeaCrest Wealth Management first reported a position in SLV in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.36M in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • SeaCrest Wealth Management held 21,638 shares of iShares Silver Trust worth $1.16M as of Q2 2026.
  • SeaCrest Wealth Management bought 3,537 iShares Silver Trust shares in Q2 2026, an estimated $235K.
  • iShares Silver Trust made up 0.13% of SeaCrest Wealth Management's portfolio in Q2 2026, its #145 holding.
  • SeaCrest Wealth Management first reported a position in iShares Silver Trust in Q4 2017 and has held it in 35 quarters since.
  • SeaCrest Wealth Management's iShares Silver Trust position peaked at $1.36M in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.