Briaud Financial Planning’s iShares Silver Trust SLV Stock Holding History

Briaud Financial Planning’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	$17.9M	Buy	335,142 +5,894	+2%	+$391K	4.71%	5
2026 Q1	$22.4M	Sell	329,248 -297,847	-47%	-$22.6M	5.88%	4
2025 Q4	$40.4M	Buy	627,095 +6,031	+1%	+$302K	9.95%	3
2025 Q3	$26.3M	Buy	621,064 +609,960	+5,493%	+$21.9M	8.6%	5
2025 Q2	$364K	Buy	11,104 +23	+0.2%	+$703	0.14%	21
2025 Q1	$343K	Hold	11,081	–	–	0.14%	21
2024 Q4	$291K	Sell	11,081 -983	-8%	-$28.1K	0.12%	23
2024 Q3	$342K	Hold	12,064	–	–	0.18%	17
2024 Q2	$320K	Sell	12,064 -1,938	-14%	-$51K	0.18%	17
2024 Q1	$319K	Hold	14,002	–	–	0.18%	16
2023 Q4	$305K	Hold	14,002	–	–	0.26%	9
2023 Q3	$284K	Hold	14,002	–	–	0.23%	17
2023 Q2	$292K	Hold	14,002	–	–	0.28%	16
2023 Q1	$309K	Hold	14,002	–	–	0.29%	15
2022 Q4	$308K	Hold	14,002	–	–	0.25%	15
2022 Q3	$248K	Hold	14,002	–	–	0.22%	24
2022 Q2	$260K	Buy	14,002 +1,202	+9%	+$25.1K	0.17%	19
2022 Q1	$292K	Buy	+12,800	New	+$285K	0.17%	18

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Briaud Financial Planning's SLV Position: Q2 2026 in Review

Briaud Financial Planning increased its iShares Silver Trust (SLV) stake by 1.8% in Q2 2026, buying an estimated $391K and bringing the position to 335,142 shares worth $17.9M. The position accounts for 4.71% of the portfolio, ranked #5.

Briaud Financial Planning first reported a position in SLV in Q1 2022 and has held it in 18 quarters since. The position peaked at $40.4M in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Briaud Financial Planning held 335,142 shares of iShares Silver Trust worth $17.9M as of Q2 2026.
Briaud Financial Planning bought 5,894 iShares Silver Trust shares in Q2 2026, an estimated $391K.
iShares Silver Trust made up 4.71% of Briaud Financial Planning's portfolio in Q2 2026, its #5 holding.
Briaud Financial Planning first reported a position in iShares Silver Trust in Q1 2022 and has held it in 18 quarters since.
Briaud Financial Planning's iShares Silver Trust position peaked at $40.4M in Q4 2025.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.