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

Silverlake 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	$293K	Buy	5,370 +100	+2%	+$5.67K	0.05%	301
2026 Q2	$282K	Buy	5,270 +515	+11%	+$34.1K	0.05%	313
2026 Q1	$324K	Buy	4,755 +463	+11%	+$35.2K	0.07%	273
2025 Q4	$276K	Sell	4,292 -1,673	-28%	-$83.8K	0.06%	279
2025 Q3	$253K	Sell	5,965 -2,000	-25%	-$71.8K	0.06%	288
2025 Q2	$261K	Buy	7,965 +417	+6%	+$12.8K	0.08%	267
2025 Q1	$234K	Sell	7,548 -1,000	-12%	-$29.1K	0.09%	227
2024 Q4	$225K	Buy	+8,548	New	+$244K	0.09%	240

Other funds holding SLV

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Silverlake Wealth Management increased its iShares Silver Trust (SLV) stake by 1.9% in Q3 2026, buying an estimated $5.67K and bringing the position to 5,370 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #301.

Silverlake Wealth Management first reported a position in SLV in Q4 2024 and has held it in 8 quarters since. The position peaked at $324K in Q1 2026. 988 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Silverlake Wealth Management held 5,370 shares of iShares Silver Trust worth $293K as of Q3 2026.
Silverlake Wealth Management bought 100 iShares Silver Trust shares in Q3 2026, an estimated $5.67K.
iShares Silver Trust made up 0.05% of Silverlake Wealth Management's portfolio in Q3 2026, its #301 holding.
Silverlake Wealth Management first reported a position in iShares Silver Trust in Q4 2024 and has held it in 8 quarters since.
Silverlake Wealth Management's iShares Silver Trust position peaked at $324K in Q1 2026.
988 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.