Straight Path Wealth Management
SLV icon

Straight Path Wealth Management’s iShares Silver Trust SLV Stock Holding History

Straight Path Wealth Management’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
Q3 		$336K Buy
6,162
+165
+3% +$9.35K 0.07% 102
2026
Q2 		$321K Buy
5,997
+1,305
+28% +$86.5K 0.08% 98
2026
Q1 		$320K Sell
4,692
-1,999
-30% -$152K 0.09% 88
2025
Q4 		$431K Hold
6,691
– – 0.12% 76
2025
Q3 		$283K Buy
+6,691
New +$240K 0.08% 107

Other funds holding SLV

New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Walser Wealth Management
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Straight Path Wealth Management's SLV Position: Q3 2026 in Review

Straight Path Wealth Management increased its iShares Silver Trust (SLV) stake by 2.8% in Q3 2026, buying an estimated $9.35K and bringing the position to 6,162 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #102.

Straight Path Wealth Management first reported a position in SLV in Q3 2025 and has held it in 5 quarters since. The position peaked at $431K in Q4 2025. 462 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Straight Path Wealth Management held 6,162 shares of iShares Silver Trust worth $336K as of Q3 2026.
  • Straight Path Wealth Management bought 165 iShares Silver Trust shares in Q3 2026, an estimated $9.35K.
  • iShares Silver Trust made up 0.07% of Straight Path Wealth Management's portfolio in Q3 2026, its #102 holding.
  • Straight Path Wealth Management first reported a position in iShares Silver Trust in Q3 2025 and has held it in 5 quarters since.
  • Straight Path Wealth Management's iShares Silver Trust position peaked at $431K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.