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Waldron Private Wealth’s iShares Silver Trust SLV Stock Holding History

Waldron Private Wealth’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 		$225K Sell
4,208
-700
-14% -$46.4K 0.01% 327
2026
Q1 		$334K Buy
+4,908
New +$373K 0.01% 257

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

Waldron Private Wealth's SLV Position: Q2 2026 in Review

Waldron Private Wealth reduced its iShares Silver Trust (SLV) stake by 14% in Q2 2026, selling an estimated $46.4K and leaving 4,208 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #327.

Waldron Private Wealth first reported a position in SLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $334K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Waldron Private Wealth held 4,208 shares of iShares Silver Trust worth $225K as of Q2 2026.
  • Waldron Private Wealth sold 700 iShares Silver Trust shares in Q2 2026, an estimated $46.4K.
  • iShares Silver Trust made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #327 holding.
  • Waldron Private Wealth first reported a position in iShares Silver Trust in Q1 2026 and has held it in 2 quarters since.
  • Waldron Private Wealth's iShares Silver Trust position peaked at $334K in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.