Spectrum Wealth Advisory Group’s iShares Silver Trust SLV Stock Holding History

Spectrum Wealth Advisory 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 Q3	$876K	Sell	16,066 -242	-1%	-$13.7K	0.25%	36
2026 Q2	$872K	Sell	16,308 -12	-0.1%	-$796	0.25%	37
2026 Q1	$1.11M	Sell	16,320 -52	-0.3%	-$3.95K	0.41%	33
2025 Q4	$1.05M	Buy	16,372 +3,029	+23%	+$152K	0.39%	31
2025 Q3	$565K	Sell	13,343 -47	-0.4%	-$1.69K	0.23%	38
2025 Q2	$439K	Buy	13,390 +200	+2%	+$6.12K	0.2%	40
2025 Q1	$409K	Hold	13,190	–	–	0.2%	36
2024 Q4	$347K	Hold	13,190	–	–	0.16%	43
2024 Q3	$375K	Sell	13,190 -200	-1%	-$5.37K	0.21%	35
2024 Q2	$356K	Buy	+13,390	New	+$352K	0.38%	25

Other funds holding SLV

LPL Financial San Diego, California $468B AUM 17.69% 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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Spectrum Wealth Advisory Group's SLV Position: Q3 2026 in Review

Spectrum Wealth Advisory Group reduced its iShares Silver Trust (SLV) stake by 1.5% in Q3 2026, selling an estimated $13.7K and leaving 16,066 shares worth $876K. The position accounts for 0.25% of the portfolio, ranked #36.

Spectrum Wealth Advisory Group first reported a position in SLV in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q1 2026. 912 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Spectrum Wealth Advisory Group held 16,066 shares of iShares Silver Trust worth $876K as of Q3 2026.
Spectrum Wealth Advisory Group sold 242 iShares Silver Trust shares in Q3 2026, an estimated $13.7K.
iShares Silver Trust made up 0.25% of Spectrum Wealth Advisory Group's portfolio in Q3 2026, its #36 holding.
Spectrum Wealth Advisory Group first reported a position in iShares Silver Trust in Q2 2024 and has held it in 10 quarters since.
Spectrum Wealth Advisory Group's iShares Silver Trust position peaked at $1.11M in Q1 2026.
912 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.