Abacus Planning Group’s iShares Silver Trust SLV Stock Holding History

Abacus Planning 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	$760K	Buy	14,205 +64	+0.5%	+$4.24K	0.09%	110
2026 Q1	$964K	Buy	+14,141	New	+$1.07M	0.13%	87
2025 Q4	–	Sell	-5,262	Closed	-$223K	–	275
2025 Q3	$223K	Buy	+5,262	New	+$189K	0.03%	229

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

Abacus Planning Group's SLV Position: Q2 2026 in Review

Abacus Planning Group increased its iShares Silver Trust (SLV) stake by 0.45% in Q2 2026, buying an estimated $4.24K and bringing the position to 14,205 shares worth $760K. The position accounts for 0.09% of the portfolio, ranked #110.

Abacus Planning Group first reported a position in SLV in Q3 2025 and has held it in 3 quarters since. The position peaked at $964K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Abacus Planning Group held 14,205 shares of iShares Silver Trust worth $760K as of Q2 2026.
Abacus Planning Group bought 64 iShares Silver Trust shares in Q2 2026, an estimated $4.24K.
iShares Silver Trust made up 0.09% of Abacus Planning Group's portfolio in Q2 2026, its #110 holding.
Abacus Planning Group first reported a position in iShares Silver Trust in Q3 2025 and has held it in 3 quarters since.
Abacus Planning Group's iShares Silver Trust position peaked at $964K in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.