SGK
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Steigerwald Gordon & Koch’s iShares Silver Trust SLV Stock Holding History

Steigerwald Gordon & Koch’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 		$10.3K Hold
193
– – ﹤0.01% 536
2026
Q1 		$13.2K Hold
193
– – ﹤0.01% 486
2025
Q4 		$12.4K Buy
193
+190
+6,333% +$9.51K ﹤0.01% 531
2025
Q3 		$127 Buy
+3
New +$108 ﹤0.01% 800

Other funds holding SLV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Steigerwald Gordon & Koch's SLV Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its iShares Silver Trust (SLV) position steady in Q2 2026 at 193 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Steigerwald Gordon & Koch first reported a position in SLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.2K in Q1 2026. 498 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Steigerwald Gordon & Koch held 193 shares of iShares Silver Trust worth $10.3K as of Q2 2026.
  • Steigerwald Gordon & Koch left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #536 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares Silver Trust in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's iShares Silver Trust position peaked at $13.2K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.