Triad Wealth Partners’s iShares Silver Trust SLV Stock Holding History

Triad Wealth Partners’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	$434K	Sell	7,958 -369	-4%	-$20.9K	0.02%	354
2026 Q2	$437K	Sell	8,327 -1,121	-12%	-$74.3K	0.03%	352
2026 Q1	$644K	Sell	9,448 -527	-5%	-$40K	0.05%	232
2025 Q4	$643K	Buy	9,975 +4,001	+67%	+$200K	0.06%	213
2025 Q3	$253K	Buy	+5,974	New	+$215K	0.03%	321
2024 Q3	–	Sell	-1,100	Closed	-$29.2K	–	760
2024 Q2	$29.2K	Buy	+1,100	New	+$28.9K	0.02%	296

Other funds holding SLV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Triad Wealth Partners's SLV Position: Q3 2026 in Review

Triad Wealth Partners reduced its iShares Silver Trust (SLV) stake by 4.4% in Q3 2026, selling an estimated $20.9K and leaving 7,958 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #354.

Triad Wealth Partners first reported a position in SLV in Q2 2024 and has held it in 6 quarters since. The position peaked at $644K in Q1 2026. 866 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Triad Wealth Partners held 7,958 shares of iShares Silver Trust worth $434K as of Q3 2026.
Triad Wealth Partners sold 369 iShares Silver Trust shares in Q3 2026, an estimated $20.9K.
iShares Silver Trust made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #354 holding.
Triad Wealth Partners first reported a position in iShares Silver Trust in Q2 2024 and has held it in 6 quarters since.
Triad Wealth Partners's iShares Silver Trust position peaked at $644K in Q1 2026.
866 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.