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

Comprehensive 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	$2.62K	Sell	49 -8,172	-99%	-$542K	﹤0.01%	346
2026 Q1	$560K	Sell	8,221 -5,042	-38%	-$383K	0.39%	61
2025 Q4	$854K	Buy	13,263 +553	+4%	+$27.7K	0.57%	47
2025 Q3	$539K	Buy	12,710 +3,463	+37%	+$124K	0.37%	61
2025 Q2	$303K	Sell	9,247 -8,563	-48%	-$262K	0.24%	84
2025 Q1	$552K	Buy	17,810 +17,620	+9,274%	+$512K	0.54%	48
2024 Q4	$5K	Buy	+190	New	+$5.43K	﹤0.01%	278

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

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

Comprehensive Financial Planning reduced its iShares Silver Trust (SLV) stake by 99% in Q2 2026, selling an estimated $542K and leaving 49 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Comprehensive Financial Planning first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $854K in Q4 2025. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Comprehensive Financial Planning held 49 shares of iShares Silver Trust worth $2.62K as of Q2 2026.
Comprehensive Financial Planning sold 8,172 iShares Silver Trust shares in Q2 2026, an estimated $542K.
iShares Silver Trust made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #346 holding.
Comprehensive Financial Planning first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's iShares Silver Trust position peaked at $854K in Q4 2025.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.