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SlateStone Wealth’s iShares Silver Trust SLV Stock Holding History

SlateStone Wealth’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 		$498K Hold
9,314
– – 0.04% 221
2026
Q1 		$635K Buy
+9,314
New +$708K 0.05% 201
2025
Q4 		– Sell
-11,330
Closed -$480K – 304
2025
Q3 		$480K Buy
11,330
+1,220
+12% +$43.8K 0.04% 215
2025
Q2 		$332K Sell
10,110
-450
-4% -$13.8K 0.03% 240
2025
Q1 		$327K Buy
+10,560
New +$307K 0.03% 233

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

SlateStone Wealth's SLV Position: Q2 2026 in Review

SlateStone Wealth held its iShares Silver Trust (SLV) position steady in Q2 2026 at 9,314 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #221.

SlateStone Wealth first reported a position in SLV in Q1 2025 and has held it in 5 quarters since. The position peaked at $635K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • SlateStone Wealth held 9,314 shares of iShares Silver Trust worth $498K as of Q2 2026.
  • SlateStone Wealth left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up 0.04% of SlateStone Wealth's portfolio in Q2 2026, its #221 holding.
  • SlateStone Wealth first reported a position in iShares Silver Trust in Q1 2025 and has held it in 5 quarters since.
  • SlateStone Wealth's iShares Silver Trust position peaked at $635K in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.