Williams & Novak’s iShares Silver Trust SLV Stock Holding History

Williams & Novak’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	$2.03M	Buy	37,150 +50	+0.1%	+$2.83K	1.2%	21
2026 Q2	$1.98M	Sell	37,100 -2,005	-5%	-$133K	1.31%	18
2026 Q1	$2.66M	Sell	39,105 -26,455	-40%	-$2.01M	1.99%	11
2025 Q4	$4.22M	Sell	65,560 -3,259	-5%	-$163K	3.18%	6
2025 Q3	$2.92M	Sell	68,819 -1,430	-2%	-$51.4K	2.24%	9
2025 Q2	$2.3M	Sell	70,249 -1,450	-2%	-$44.3K	1.96%	8
2025 Q1	$2.2M	Sell	71,699 -9,060	-11%	-$263K	2.15%	8
2024 Q4	$2.13M	Sell	80,759 -569	-0.7%	-$16.3K	2.05%	9
2024 Q3	$2.31M	Sell	81,328 -10,351	-11%	-$278K	2.16%	9
2024 Q2	$2.44M	Buy	91,679 +8,110	+10%	+$213K	2.27%	8
2024 Q1	$1.82M	Hold	83,569	–	–	2.07%	14
2023 Q4	$1.82M	Buy	+83,569	New	+$1.78M	2.07%	14

Other funds holding SLV

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Williams & Novak's SLV Position: Q3 2026 in Review

Williams & Novak increased its iShares Silver Trust (SLV) stake by 0.13% in Q3 2026, buying an estimated $2.83K and bringing the position to 37,150 shares worth $2.03M. The position accounts for 1.2% of the portfolio, ranked #21.

Williams & Novak first reported a position in SLV in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.22M in Q4 2025. 283 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Williams & Novak held 37,150 shares of iShares Silver Trust worth $2.03M as of Q3 2026.
Williams & Novak bought 50 iShares Silver Trust shares in Q3 2026, an estimated $2.83K.
iShares Silver Trust made up 1.2% of Williams & Novak's portfolio in Q3 2026, its #21 holding.
Williams & Novak first reported a position in iShares Silver Trust in Q4 2023 and has held it in 12 quarters since.
Williams & Novak's iShares Silver Trust position peaked at $4.22M in Q4 2025.
283 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.