Cornerstone Planning Group’s iShares Silver Trust SLV Stock Holding History

Cornerstone Planning Group’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	$69.1K	Sell	1,281 -20	-2%	-$1.33K	0.01%	323
2026 Q1	$85.7K	Buy	1,301 +20	+2%	+$1.52K	0.01%	274
2025 Q4	$135K	Sell	1,281 -76	-6%	-$3.81K	0.02%	181
2025 Q3	$60.2K	Buy	1,357 +76	+6%	+$2.73K	0.01%	298
2025 Q2	$44K	Hold	1,281	–	–	0.01%	260
2025 Q1	$39.1K	Hold	1,281	–	–	0.01%	281
2024 Q4	$35.2K	Hold	1,281	–	–	0.01%	232
2024 Q3	$40.2K	Hold	1,281	–	–	0.01%	212
2024 Q2	$31.8K	Hold	1,281	–	–	0.01%	257
2024 Q1	$31K	Hold	1,281	–	–	0.01%	234
2023 Q4	$27.9K	Sell	1,281 -75	-6%	-$1.6K	0.01%	276
2023 Q3	$27.6K	Hold	1,356	–	–	0.01%	265
2023 Q2	$28.3K	Buy	+1,356	New	+$30.1K	0.01%	348
2022 Q4	$29.8K	Buy	+1,356	New	+$26.6K	0.01%	349

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

Cornerstone Planning Group's SLV Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares Silver Trust (SLV) stake by 1.5% in Q2 2026, selling an estimated $1.33K and leaving 1,281 shares worth $69.1K. The position accounts for 0.01% of the portfolio, ranked #323.

Cornerstone Planning Group first reported a position in SLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $135K in Q4 2025. 1,423 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Cornerstone Planning Group held 1,281 shares of iShares Silver Trust worth $69.1K as of Q2 2026.
Cornerstone Planning Group sold 20 iShares Silver Trust shares in Q2 2026, an estimated $1.33K.
iShares Silver Trust made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #323 holding.
Cornerstone Planning Group first reported a position in iShares Silver Trust in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's iShares Silver Trust position peaked at $135K in Q4 2025.
1,423 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.