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Taylor & Morgan Wealth Management’s iShares Silver Trust SLV Stock Holding History

Taylor & Morgan 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 		$792K Hold
14,809
– – 0.39% 36
2026
Q1 		$1.01M Buy
14,809
+48
+0.3% +$3.65K 0.58% 30
2025
Q4 		$951K Buy
+14,761
New +$739K 0.53% 30

Other funds holding SLV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 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
NPAN
Northeast Planning Associates NH Bedford, New Hampshire $133M AUM 26.84% 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

Taylor & Morgan Wealth Management's SLV Position: Q2 2026 in Review

Taylor & Morgan Wealth Management held its iShares Silver Trust (SLV) position steady in Q2 2026 at 14,809 shares worth $792K. The position accounts for 0.39% of the portfolio, ranked #36.

Taylor & Morgan Wealth Management first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2026. 670 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Taylor & Morgan Wealth Management held 14,809 shares of iShares Silver Trust worth $792K as of Q2 2026.
  • Taylor & Morgan Wealth Management left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up 0.39% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Taylor & Morgan Wealth Management first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • Taylor & Morgan Wealth Management's iShares Silver Trust position peaked at $1.01M in Q1 2026.
  • 670 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.