SEC 13F Intelligence

Mgb Wealth Management, LLC / SLV

Mgb Wealth Management, LLC’s Ishares Silver Tr Position

Does Mgb Wealth Management, LLC own Ishares Silver Tr (SLV)? Yes — 59.2K shares worth $4M (+1.11% of its 13F portfolio) as of Q4 2025, up from 56.2K shares the prior filed quarter.

Position Value
$4M
Q4 2025
Shares
59.2K
% of Portfolio
+1.11%
Quarters Held
8
currently held

Position History SLV

Reported value by quarter
Q1 ’24: $541,450Q1 ’24Q2 ’24: $1MQ2 ’24Q3 ’24: $1MQ3 ’24Q4 ’24: $736,861Q4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $4MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202559.2K$4M+1.11%
Q3 202556.2K$2M+0.67%
Q2 202559.0K$2M+0.64%
Q1 202532.4K$1M+0.36%
Q4 202427.9K$736,861+0.23%
Q3 202439.0K$1M+0.40%
Q2 202436.1K$1M+0.38%
Q1 202423.8K$541,450+0.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mgb Wealth Management, LLC’s full portfolio or all institutional holders of SLV.