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 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 $1.66T 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

Cornerstone Planning Group's SLV Position: Q1 2026 in Review

Cornerstone Planning Group increased its iShares Silver Trust (SLV) stake by 1.6% in Q1 2026, buying an estimated $1.52K and bringing the position to 1,301 shares worth $85.7K. The position accounts for 0.01% of the portfolio, ranked #274.

Cornerstone Planning Group first reported a position in SLV in Q4 2022 and has held it in 13 quarters since. The position peaked at $135K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Cornerstone Planning Group held 1,301 shares of iShares Silver Trust worth $85.7K as of Q1 2026.
Cornerstone Planning Group bought 20 iShares Silver Trust shares in Q1 2026, an estimated $1.52K.
iShares Silver Trust made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #274 holding.
Cornerstone Planning Group first reported a position in iShares Silver Trust in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's iShares Silver Trust position peaked at $135K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.