World Equity Group’s iShares Silver Trust SLV Stock Holding History

World Equity 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 Q3	$421K	Sell	7,728 -208	-3%	-$11.8K	0.17%	128
2026 Q2	$424K	Buy	7,936 +822	+12%	+$54.5K	0.1%	246
2026 Q1	$485K	Buy	7,114 +79	+1%	+$6K	0.13%	197
2025 Q4	$453K	Sell	7,035 -132	-2%	-$6.61K	0.13%	182
2025 Q3	$304K	Buy	7,167 +1,045	+17%	+$37.5K	0.07%	269
2025 Q2	$201K	Sell	6,122 -4,804	-44%	-$147K	0.05%	308
2025 Q1	$339K	Buy	+10,926	New	+$317K	0.1%	209
2023 Q3	–	Sell	-11,996	Closed	-$251K	–	377
2023 Q2	$251K	Buy	11,996 +7,883	+192%	+$175K	0.07%	262
2023 Q1	$484K	Sell	4,113 -8,140	-66%	-$169K	0.07%	289
2022 Q4	$270K	Sell	12,253 -1,572	-11%	-$30.8K	0.06%	278
2022 Q3	$242K	Sell	13,825 -36	-0.3%	-$638	0.06%	276
2022 Q2	$258K	Buy	13,861 +303	+2%	+$6.32K	0.06%	282
2022 Q1	$310K	Buy	+13,558	New	+$301K	0.07%	268

Other funds holding SLV

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

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

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

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

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

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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

World Equity Group's SLV Position: Q3 2026 in Review

World Equity Group reduced its iShares Silver Trust (SLV) stake by 2.6% in Q3 2026, selling an estimated $11.8K and leaving 7,728 shares worth $421K. The position accounts for 0.17% of the portfolio, ranked #128.

World Equity Group first reported a position in SLV in Q1 2022 and has held it in 13 quarters since. The position peaked at $485K in Q1 2026. 358 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

World Equity Group held 7,728 shares of iShares Silver Trust worth $421K as of Q3 2026.
World Equity Group sold 208 iShares Silver Trust shares in Q3 2026, an estimated $11.8K.
iShares Silver Trust made up 0.17% of World Equity Group's portfolio in Q3 2026, its #128 holding.
World Equity Group first reported a position in iShares Silver Trust in Q1 2022 and has held it in 13 quarters since.
World Equity Group's iShares Silver Trust position peaked at $485K in Q1 2026.
358 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.