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Avantax Planning Partners’s iShares Silver Trust SLV Stock Holding History

Avantax Planning Partners’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 		$862K Buy
16,113
+1,713
+12% +$114K 0.02% 211
2026
Q1 		$981K Buy
14,400
+2,245
+18% +$171K 0.03% 195
2025
Q4 		$783K Buy
12,155
+538
+5% +$26.9K 0.02% 217
2025
Q3 		$492K Buy
11,617
+1,044
+10% +$37.5K 0.01% 270
2025
Q2 		$347K Sell
10,573
-18,655
-64% -$571K 0.01% 324
2025
Q1 		$906K Buy
29,228
+17,202
+143% +$500K 0.03% 193
2024
Q4 		$317K Buy
12,026
+101
+0.8% +$2.88K 0.01% 327
2024
Q3 		$339K Sell
11,925
-340
-3% -$9.14K 0.01% 314
2024
Q2 		$326K Hold
12,265
– – 0.01% 347
2024
Q1 		$279K Sell
12,265
-425
-3% -$9.08K 0.01% 373
2023
Q4 		$276K Sell
12,690
-1,714
-12% -$36.5K 0.01% 312
2023
Q3 		$293K Buy
14,404
+1,066
+8% +$23K 0.01% 286
2023
Q2 		$279K Hold
13,338
– – 0.01% 305
2023
Q1 		$295K Sell
13,338
-4,429
-25% -$91.7K 0.01% 298
2022
Q4 		$391K Buy
17,767
+856
+5% +$16.8K 0.02% 261
2022
Q3 		$296K Sell
16,911
-156
-0.9% -$2.77K 0.01% 282
2022
Q2 		$318K Buy
17,067
+200
+1% +$4.17K 0.01% 266
2022
Q1 		$386K Hold
16,867
– – 0.02% 248
2021
Q4 		$363K Hold
16,867
– – 0.01% 245
2021
Q3 		$346K Hold
16,867
– – 0.02% 236
2021
Q2 		$409K Hold
16,867
– – 0.02% 216
2021
Q1 		$383K Buy
16,867
+7,152
+74% +$174K 0.02% 214
2020
Q4 		$239K Buy
+9,715
New +$221K 0.01% 252
2018
Q4 		– Sell
-4,565
Closed -$63K – 1044
2018
Q3 		$63K Buy
+4,565
New +$64.4K 0.01% 437
2018
Q2 		– Sell
-5,565
Closed -$86K – 1279
2018
Q1 		$86K Buy
+5,565
New +$87.9K 0.01% 434

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Avantax Planning Partners's SLV Position: Q2 2026 in Review

Avantax Planning Partners increased its iShares Silver Trust (SLV) stake by 12% in Q2 2026, buying an estimated $114K and bringing the position to 16,113 shares worth $862K. The position accounts for 0.02% of the portfolio, ranked #211.

Avantax Planning Partners first reported a position in SLV in Q1 2018 and has held it in 25 quarters since. The position peaked at $981K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Avantax Planning Partners held 16,113 shares of iShares Silver Trust worth $862K as of Q2 2026.
  • Avantax Planning Partners bought 1,713 iShares Silver Trust shares in Q2 2026, an estimated $114K.
  • iShares Silver Trust made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #211 holding.
  • Avantax Planning Partners first reported a position in iShares Silver Trust in Q1 2018 and has held it in 25 quarters since.
  • Avantax Planning Partners's iShares Silver Trust position peaked at $981K in Q1 2026.
  • 1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.