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 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

Jane Street New York $1.21T AUM 78.12% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital & Planning LLC's SLV Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in iShares Silver Trust (SLV) in Q1 2026: 50 shares worth $3.41K. The stake represents ﹤0.01% of the portfolio and ranks #135 among its holdings.

1,559 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Capital & Planning LLC held 50 shares of iShares Silver Trust worth $3.41K as of Q1 2026.
iShares Silver Trust was a new Capital & Planning LLC position in Q1 2026.
iShares Silver Trust made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #135 holding.
1,559 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.