Creative Planning’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$575 | – | 3295 |
|
|
2024
Q2 | $575 | Buy |
1,000
+500
| +100% | +$13.2K | ﹤0.01% | 3056 |
|
|
2024
Q1 | $118 | Buy |
+500
| New | +$10.7K | ﹤0.01% | 2912 |
|
|
2023
Q4 | – | Sell |
-1,600
| Closed | -$819 | – | 3057 |
|
|
2023
Q3 | $819 | Buy |
+1,600
| New | +$34.6K | ﹤0.01% | 2841 |
|
|
2023
Q2 | – | Sell |
-200
| Closed | -$108 | – | 2806 |
|
|
2023
Q1 | $108 | Sell |
200
-100
| -33% | -$2.07K | ﹤0.01% | 2631 |
|
|
2022
Q4 | $1.14K | Buy |
+300
| New | +$5.88K | ﹤0.01% | 2442 |
|
|
2021
Q3 | – | Sell |
-126,000
| Closed | -$823K | – | 2214 |
|
|
2021
Q2 | $823K | Buy |
+126,000
| New | +$3.12M | ﹤0.01% | 1018 |
|
|
2021
Q1 | – | Sell |
-11,000
| Closed | -$21K | – | 2709 |
|
|
2020
Q4 | $21K | Buy |
+11,000
| New | +$250K | ﹤0.01% | 2181 |
|
|
2020
Q3 | – | Sell |
-30,000
| Closed | -$54K | – | 2255 |
|
|
2020
Q2 | $54K | Hold |
30,000
| – | – | ﹤0.01% | 1756 |
|
|
2020
Q1 | $27K | Buy |
30,000
+29,800
| +14,900% | +$468K | ﹤0.01% | 1703 |
|
|
2019
Q4 | $1K | Sell |
200
-2,000
| -91% | -$32.4K | ﹤0.01% | 1980 |
|
|
2019
Q3 | $1K | Sell |
2,200
-3,000
| -58% | -$47.7K | ﹤0.01% | 1979 |
|
|
2019
Q2 | $2K | Buy |
5,200
+2,500
| +93% | +$34.9K | ﹤0.01% | 1980 |
|
|
2019
Q1 | $1K | Sell |
2,700
-3,800
| -58% | -$55.5K | ﹤0.01% | 1967 |
|
|
2018
Q4 | $4K | Buy |
+6,500
| New | +$88.8K | ﹤0.01% | 1878 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$1K | – | 3428 |
|
|
2017
Q2 | $1K | Buy |
+1,000
| New | +$16.3K | ﹤0.01% | 4489 |
|
|
2016
Q4 | – | Sell |
-9,300
| Closed | -$15K | – | 4816 |
|
|
2016
Q3 | $15K | Sell |
9,300
-1,800
| -16% | -$33.5K | ﹤0.01% | 3249 |
|
|
2016
Q2 | $37K | Buy |
11,100
+200
| +2% | +$3.2K | ﹤0.01% | 2353 |
|
|
2016
Q1 | $18K | Buy |
10,900
+2,500
| +30% | +$35.5K | ﹤0.01% | 2835 |
|
|
2015
Q4 | $3K | Hold |
8,400
| – | – | ﹤0.01% | 3929 |
|
|
2015
Q3 | $7K | Buy |
+8,400
| New | +$120K | ﹤0.01% | 3443 |
|
|
2015
Q2 | – | Sell |
-9,100
| Closed | -$16K | – | 2706 |
|
|
2015
Q1 | $16K | Sell |
9,100
-100
| -1% | -$1.6K | ﹤0.01% | 2882 |
|
|
2014
Q4 | $17K | Buy |
+9,200
| New | +$146K | ﹤0.01% | 2777 |
|
|
2014
Q3 | – | Sell |
-10,000
| Closed | -$20K | – | 4138 |
|
|
2014
Q2 | $20K | Sell |
10,000
-10,300
| -51% | -$195K | ﹤0.01% | 2491 |
|
|
2014
Q1 | $38K | Buy |
+20,300
| New | +$399K | ﹤0.01% | 1979 |
|
Other funds holding SLV
Creative Planning's SLV Position: Q1 2026 in Review
Creative Planning increased its iShares Silver Trust (SLV) stake by 4.6% in Q1 2026, buying an estimated $847K and bringing the position to 252,104 shares worth $17.2M. The position accounts for 0.01% of the portfolio, ranked #496.
Creative Planning first reported a position in SLV in Q2 2013 and has held it in 52 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.
- Creative Planning held 252,104 shares of iShares Silver Trust worth $17.2M as of Q1 2026.
- Creative Planning bought 11,145 iShares Silver Trust shares in Q1 2026, an estimated $847K.
- iShares Silver Trust made up 0.01% of Creative Planning's portfolio in Q1 2026, its #496 holding.
- Creative Planning first reported a position in iShares Silver Trust in Q2 2013 and has held it in 52 quarters since.
- 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.