SteelPeak Wealth’s iShares Silver Trust SLV Stock Holding History

SteelPeak 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	$821K	Buy	15,360 +700	+5%	+$46.4K	0.02%	347
2026 Q1	$999K	Sell	14,660 -9,570	-39%	-$727K	0.03%	286
2025 Q4	$1.56M	Buy	24,230 +17,422	+256%	+$872K	0.05%	237
2025 Q3	$288K	Buy	6,808 +375	+6%	+$13.5K	0.01%	473
2025 Q2	$211K	Sell	6,433 -75	-1%	-$2.29K	0.01%	494
2025 Q1	$202K	Buy	+6,508	New	+$189K	0.01%	490
2024 Q4	–	Sell	-7,318	Closed	-$208K	–	624
2024 Q3	$208K	Buy	+7,318	New	+$197K	0.01%	451
2023 Q1	–	Sell	-19,544	Closed	-$430K	–	452
2022 Q4	$430K	Buy	19,544 +8,200	+72%	+$161K	0.03%	266
2022 Q3	$199K	Buy	+11,344	New	+$201K	0.01%	369

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 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

SteelPeak Wealth's SLV Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares Silver Trust (SLV) stake by 4.8% in Q2 2026, buying an estimated $46.4K and bringing the position to 15,360 shares worth $821K. The position accounts for 0.02% of the portfolio, ranked #347.

SteelPeak Wealth first reported a position in SLV in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.56M in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

SteelPeak Wealth held 15,360 shares of iShares Silver Trust worth $821K as of Q2 2026.
SteelPeak Wealth bought 700 iShares Silver Trust shares in Q2 2026, an estimated $46.4K.
iShares Silver Trust made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #347 holding.
SteelPeak Wealth first reported a position in iShares Silver Trust in Q3 2022 and has held it in 9 quarters since.
SteelPeak Wealth's iShares Silver Trust position peaked at $1.56M in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

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