TWM
SLV icon

Tanglewood Wealth Management’s iShares Silver Trust SLV Stock Holding History

Tanglewood 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
Q2 		$321K Hold
6,000
– – 0.03% 36
2026
Q1 		$409K Buy
+6,000
New +$456K 0.03% 32

Other funds holding SLV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Tanglewood Wealth Management's SLV Position: Q2 2026 in Review

Tanglewood Wealth Management held its iShares Silver Trust (SLV) position steady in Q2 2026 at 6,000 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #36.

Tanglewood Wealth Management first reported a position in SLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $409K in Q1 2026. 580 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Tanglewood Wealth Management held 6,000 shares of iShares Silver Trust worth $321K as of Q2 2026.
  • Tanglewood Wealth Management left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up 0.03% of Tanglewood Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Tanglewood Wealth Management first reported a position in iShares Silver Trust in Q1 2026 and has held it in 2 quarters since.
  • Tanglewood Wealth Management's iShares Silver Trust position peaked at $409K in Q1 2026.
  • 580 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.