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 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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Comprehensive Financial Planning's SLV Position: Q1 2026 in Review

Comprehensive Financial Planning reduced its iShares Silver Trust (SLV) stake by 38% in Q1 2026, selling an estimated $383K and leaving 8,221 shares worth $560K. The position accounts for 0.39% of the portfolio, ranked #61.

Comprehensive Financial Planning first reported a position in SLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $854K in Q4 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Comprehensive Financial Planning held 8,221 shares of iShares Silver Trust worth $560K as of Q1 2026.
Comprehensive Financial Planning sold 5,042 iShares Silver Trust shares in Q1 2026, an estimated $383K.
iShares Silver Trust made up 0.39% of Comprehensive Financial Planning's portfolio in Q1 2026, its #61 holding.
Comprehensive Financial Planning first reported a position in iShares Silver Trust in Q4 2024 and has held it in 6 quarters since.
Comprehensive Financial Planning's iShares Silver Trust position peaked at $854K in Q4 2025.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.