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 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

World Equity Group's SLV Position: Q2 2026 in Review

World Equity Group increased its iShares Silver Trust (SLV) stake by 12% in Q2 2026, buying an estimated $54.5K and bringing the position to 7,936 shares worth $424K. The position accounts for 0.1% of the portfolio, ranked #246.

World Equity Group first reported a position in SLV in Q1 2022 and has held it in 12 quarters since. The position peaked at $485K in Q1 2026. 314 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

World Equity Group held 7,936 shares of iShares Silver Trust worth $424K as of Q2 2026.
World Equity Group bought 822 iShares Silver Trust shares in Q2 2026, an estimated $54.5K.
iShares Silver Trust made up 0.1% of World Equity Group's portfolio in Q2 2026, its #246 holding.
World Equity Group first reported a position in iShares Silver Trust in Q1 2022 and has held it in 12 quarters since.
World Equity Group's iShares Silver Trust position peaked at $485K in Q1 2026.
314 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.