SFG Wealth Management
SLV icon

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

SFG 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
Q3 		$410K Sell
7,527
-131
-2% -$7.42K 0.15% 80
2026
Q2 		$409K Sell
7,658
-8,185
-52% -$543K 0.15% 92
2026
Q1 		$1.08M Buy
15,843
+421
+3% +$32K 0.44% 41
2025
Q4 		$993K Buy
15,422
+7,497
+95% +$375K 0.39% 48
2025
Q3 		$336K Buy
+7,925
New +$285K 0.15% 104

Other funds holding SLV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Richard C. Young & Co
Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

SFG Wealth Management's SLV Position: Q3 2026 in Review

SFG Wealth Management reduced its iShares Silver Trust (SLV) stake by 1.7% in Q3 2026, selling an estimated $7.42K and leaving 7,527 shares worth $410K. The position accounts for 0.15% of the portfolio, ranked #80.

SFG Wealth Management first reported a position in SLV in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.08M in Q1 2026. 921 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • SFG Wealth Management held 7,527 shares of iShares Silver Trust worth $410K as of Q3 2026.
  • SFG Wealth Management sold 131 iShares Silver Trust shares in Q3 2026, an estimated $7.42K.
  • iShares Silver Trust made up 0.15% of SFG Wealth Management's portfolio in Q3 2026, its #80 holding.
  • SFG Wealth Management first reported a position in iShares Silver Trust in Q3 2025 and has held it in 5 quarters since.
  • SFG Wealth Management's iShares Silver Trust position peaked at $1.08M in Q1 2026.
  • 921 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on SFG Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.