Capital & Planning LLC’s iShares Silver Trust SLV Stock Holding History

Capital & Planning LLC’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	–	Sell	-50	Closed	-$3.41K	–	138
2026 Q1	$3.41K	Buy	+50	New	+$3.8K	﹤0.01%	135

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

Capital & Planning LLC's SLV Position: Q2 2026 in Review

Capital & Planning LLC sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 50 shares — an estimated $3.41K sold.

Capital & Planning LLC first reported a position in SLV in Q1 2026 and held it in 1 quarter. The position peaked at $3.41K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Capital & Planning LLC reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 50 iShares Silver Trust shares in Q2 2026, an estimated $3.41K.
Capital & Planning LLC first reported a position in iShares Silver Trust in Q1 2026 and held it in 1 quarter.
Capital & Planning LLC's iShares Silver Trust position peaked at $3.41K in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.