Creative Planning’s iShares Silver Trust SLV Stock Holding History

Creative 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
2022 Q4	–	Sell	-400	Closed	-$1K	–	2600
2022 Q3	$1K	Buy	+400	New	+$7.09K	﹤0.01%	2307
2018 Q3	–	Sell	-1,000	Closed	-$2K	–	2161
2018 Q2	$2K	Buy	+1,000	New	+$15.6K	﹤0.01%	2008
2016 Q2	–	Sell	-2,300	Closed	-$2K	–	4501
2016 Q1	$2K	Hold	2,300	–	–	﹤0.01%	3986
2015 Q4	$4K	Hold	2,300	–	–	﹤0.01%	3806
2015 Q3	$4K	Buy	+2,300	New	+$32.8K	﹤0.01%	3732
2015 Q2	–	Sell	-2,300	Closed	-$3K	–	2707
2015 Q1	$3K	Buy	2,300 +200	+10%	+$3.2K	﹤0.01%	3771
2014 Q4	$3K	Buy	+2,100	New	+$33.2K	﹤0.01%	3723

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

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.