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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Spectrum Wealth Advisory Group's SLV Position: Q2 2026 in Review

Spectrum Wealth Advisory Group reduced its iShares Silver Trust (SLV) stake by 0.07% in Q2 2026, selling an estimated $796 and leaving 16,308 shares worth $872K. The position accounts for 0.25% of the portfolio, ranked #37.

Spectrum Wealth Advisory Group first reported a position in SLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q1 2026. 1,419 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Spectrum Wealth Advisory Group held 16,308 shares of iShares Silver Trust worth $872K as of Q2 2026.
Spectrum Wealth Advisory Group sold 12 iShares Silver Trust shares in Q2 2026, an estimated $796.
iShares Silver Trust made up 0.25% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #37 holding.
Spectrum Wealth Advisory Group first reported a position in iShares Silver Trust in Q2 2024 and has held it in 9 quarters since.
Spectrum Wealth Advisory Group's iShares Silver Trust position peaked at $1.11M in Q1 2026.
1,419 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.