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Stephen J. Garry & Associates’s iShares Silver Trust SLV Stock Holding History

Stephen J. Garry & Associates’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 		$771K Sell
14,425
-1,155
-7% -$76.6K 0.56% 26
2026
Q1 		$1.06M Buy
15,580
+6,395
+70% +$486K 0.85% 21
2025
Q4 		$592K Buy
+9,185
New +$460K 0.47% 28

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
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

Stephen J. Garry & Associates's SLV Position: Q2 2026 in Review

Stephen J. Garry & Associates reduced its iShares Silver Trust (SLV) stake by 7.4% in Q2 2026, selling an estimated $76.6K and leaving 14,425 shares worth $771K. The position accounts for 0.56% of the portfolio, ranked #26.

Stephen J. Garry & Associates first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Stephen J. Garry & Associates held 14,425 shares of iShares Silver Trust worth $771K as of Q2 2026.
  • Stephen J. Garry & Associates sold 1,155 iShares Silver Trust shares in Q2 2026, an estimated $76.6K.
  • iShares Silver Trust made up 0.56% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #26 holding.
  • Stephen J. Garry & Associates first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • Stephen J. Garry & Associates's iShares Silver Trust position peaked at $1.06M in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.