Center for Financial Planning’s iShares Silver Trust SLV Stock Holding History

Center for 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	$26.7K	Hold	500	–	–	﹤0.01%	399
2026 Q1	$34.1K	Sell	500 -250	-33%	-$19K	﹤0.01%	357
2025 Q4	$48.3K	Hold	750	–	–	0.01%	301
2025 Q3	$31.8K	Hold	750	–	–	﹤0.01%	366
2025 Q2	$24.6K	Buy	+750	New	+$22.9K	﹤0.01%	372
2024 Q4	–	Sell	-1	Closed	-$29	–	692
2024 Q3	$29	Buy	+1	New	+$27	﹤0.01%	575

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

Center for Financial Planning's SLV Position: Q2 2026 in Review

Center for Financial Planning held its iShares Silver Trust (SLV) position steady in Q2 2026 at 500 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Center for Financial Planning first reported a position in SLV in Q3 2024 and has held it in 6 quarters since. The position peaked at $48.3K in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Center for Financial Planning held 500 shares of iShares Silver Trust worth $26.7K as of Q2 2026.
Center for Financial Planning left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #399 holding.
Center for Financial Planning first reported a position in iShares Silver Trust in Q3 2024 and has held it in 6 quarters since.
Center for Financial Planning's iShares Silver Trust position peaked at $48.3K in Q4 2025.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.