Wealth Enhancement Advisory Services
SLV icon

Wealth Enhancement Advisory Services’s iShares Silver Trust SLV Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q4 		– Sell
-2,300
Closed -$25.2K – 3100
2024
Q3 		$25.2K Buy
2,300
+1,800
+360% +$48.4K ﹤0.01% 2656
2024
Q2 		$5.13K Buy
+500
New +$13.2K ﹤0.01% 2544
2024
Q1 		– Sell
-10,000
Closed -$2.8K – 2562
2023
Q4 		$2.8K Hold
10,000
– – ﹤0.01% 2311
2023
Q3 		$3.1K Buy
+10,000
New +$216K ﹤0.01% 2235

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

Wealth Enhancement Advisory Services's SLV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Silver Trust (SLV) stake by 1.8% in Q2 2026, buying an estimated $175K and bringing the position to 150,173 shares worth $8.1M. The position accounts for 0.01% of the portfolio, ranked #768.

Wealth Enhancement Advisory Services first reported a position in SLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $16M in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 150,173 shares of iShares Silver Trust worth $8.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,634 iShares Silver Trust shares in Q2 2026, an estimated $175K.
  • iShares Silver Trust made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #768 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Silver Trust in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares Silver Trust position peaked at $16M in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.