WCP
SLV icon

Wealthcare Capital Partners’s iShares Silver Trust SLV Stock Holding History

Wealthcare Capital 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
Q2 		$456K Sell
8,524
-257
-3% -$17K 0.19% 104
2026
Q1 		$598K Sell
8,781
-337
-4% -$25.6K 0.28% 71
2025
Q4 		$587K Buy
+9,118
New +$456K 0.28% 69

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

Wealthcare Capital Partners's SLV Position: Q2 2026 in Review

Wealthcare Capital Partners reduced its iShares Silver Trust (SLV) stake by 2.9% in Q2 2026, selling an estimated $17K and leaving 8,524 shares worth $456K. The position accounts for 0.19% of the portfolio, ranked #104.

Wealthcare Capital Partners first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $598K in Q1 2026. 700 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Wealthcare Capital Partners held 8,524 shares of iShares Silver Trust worth $456K as of Q2 2026.
  • Wealthcare Capital Partners sold 257 iShares Silver Trust shares in Q2 2026, an estimated $17K.
  • iShares Silver Trust made up 0.19% of Wealthcare Capital Partners's portfolio in Q2 2026, its #104 holding.
  • Wealthcare Capital Partners first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • Wealthcare Capital Partners's iShares Silver Trust position peaked at $598K in Q1 2026.
  • 700 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.