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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spectrum Wealth Advisory Group's SLV Position: Q1 2026 in Review

Spectrum Wealth Advisory Group reduced its iShares Silver Trust (SLV) stake by 0.32% in Q1 2026, selling an estimated $3.95K and leaving 16,320 shares worth $1.11M. The position accounts for 0.41% of the portfolio, ranked #33.

Spectrum Wealth Advisory Group first reported a position in SLV in Q2 2024 and has held it in 8 quarters since. 1,553 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Spectrum Wealth Advisory Group held 16,320 shares of iShares Silver Trust worth $1.11M as of Q1 2026.
Spectrum Wealth Advisory Group sold 52 iShares Silver Trust shares in Q1 2026, an estimated $3.95K.
iShares Silver Trust made up 0.41% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #33 holding.
Spectrum Wealth Advisory Group first reported a position in iShares Silver Trust in Q2 2024 and has held it in 8 quarters since.
1,553 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.