Welch Group’s iShares Silver Trust SLV Stock Holding History

Welch Group’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	$1.15M	Sell	21,562 -229	-1%	-$15.2K	0.04%	117
2026 Q1	$1.48M	Sell	21,791 -5,439	-20%	-$413K	0.06%	97
2025 Q4	$1.75M	Buy	27,230 +1,997	+8%	+$100K	0.07%	88
2025 Q3	$1.07M	Sell	25,233 -810	-3%	-$29.1K	0.04%	108
2025 Q2	$854K	Buy	26,043 +4,476	+21%	+$137K	0.04%	109
2025 Q1	$669K	Sell	21,567 -325	-1%	-$9.44K	0.03%	122
2024 Q4	$579K	Buy	21,892 +2,030	+10%	+$58K	0.03%	138
2024 Q3	$564K	Buy	19,862 +698	+4%	+$18.8K	0.02%	135
2024 Q2	$509K	Buy	19,164 +1,361	+8%	+$35.8K	0.02%	142
2024 Q1	$405K	Hold	17,803	–	–	0.02%	140
2023 Q4	$388K	Hold	17,803	–	–	0.02%	149
2023 Q3	$362K	Hold	17,803	–	–	0.02%	136
2023 Q2	$372K	Sell	17,803 -1,010	-5%	-$22.5K	0.02%	140
2023 Q1	$416K	Hold	18,813	–	–	0.02%	121
2022 Q4	$414K	Buy	+18,813	New	+$369K	0.02%	130
2022 Q3	–	Sell	-18,613	Closed	-$347K	–	202
2022 Q2	$347K	Hold	18,613	–	–	0.02%	132
2022 Q1	$426K	Buy	18,613 +965	+5%	+$21.5K	0.02%	127
2021 Q4	$380K	Hold	17,648	–	–	0.02%	146
2021 Q3	$362K	Hold	17,648	–	–	0.02%	130
2021 Q2	$427K	Sell	17,648 -750	-4%	-$18.6K	0.03%	116
2021 Q1	$418K	Sell	18,398 -79	-0.4%	-$1.92K	0.03%	115
2020 Q4	$454K	Sell	18,477 -4,336	-19%	-$98.6K	0.04%	101
2020 Q3	$494K	Buy	22,813 +298	+1%	+$6.77K	0.04%	94
2020 Q2	$383K	Hold	22,515	–	–	0.04%	93
2020 Q1	$294K	Buy	22,515 +14,002	+164%	+$220K	0.03%	99
2019 Q4	$142K	Sell	8,513 -9,686	-53%	-$157K	0.01%	130
2019 Q3	$290K	Hold	18,199	–	–	0.03%	96
2019 Q2	$261K	Hold	18,199	–	–	0.03%	100
2019 Q1	$258K	Hold	18,199	–	–	0.03%	106
2018 Q4	$264K	Hold	18,199	–	–	0.03%	96
2018 Q3	$250	Hold	18,199	–	–	0.03%	111
2018 Q2	$276K	Hold	18,199	–	–	0.03%	95
2018 Q1	$280K	Buy	+18,199	New	+$287K	0.04%	91
2016 Q2	–	Sell	-19,354	Closed	-$284K	–	134
2016 Q1	$284K	Sell	19,354 -1,985	-9%	-$28.2K	0.05%	83
2015 Q4	$281K	Sell	21,339 -1,450	-6%	-$20.4K	0.05%	83
2015 Q3	$316K	Hold	22,789	–	–	0.06%	72
2015 Q2	$343K	Hold	22,789	–	–	0.06%	75
2015 Q1	$363	Sell	22,789 -648	-3%	-$10.4K	0.07%	73
2014 Q4	$353K	Sell	23,437 -2,228	-9%	-$35.3K	0.07%	74
2014 Q3	$420K	Buy	25,665 +2,114	+9%	+$40K	0.09%	67
2014 Q2	$477K	Buy	+23,551	New	+$445K	0.1%	67

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 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

Welch Group's SLV Position: Q2 2026 in Review

Welch Group reduced its iShares Silver Trust (SLV) stake by 1.1% in Q2 2026, selling an estimated $15.2K and leaving 21,562 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #117.

Welch Group first reported a position in SLV in Q2 2014 and has held it in 41 quarters since. The position peaked at $1.75M in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Welch Group held 21,562 shares of iShares Silver Trust worth $1.15M as of Q2 2026.
Welch Group sold 229 iShares Silver Trust shares in Q2 2026, an estimated $15.2K.
iShares Silver Trust made up 0.04% of Welch Group's portfolio in Q2 2026, its #117 holding.
Welch Group first reported a position in iShares Silver Trust in Q2 2014 and has held it in 41 quarters since.
Welch Group's iShares Silver Trust position peaked at $1.75M in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.