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 $1.89T 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

Creative Planning's SLV Position: Q2 2026 in Review

Creative Planning reduced its iShares Silver Trust (SLV) stake by 0.86% in Q2 2026, selling an estimated $143K and leaving 249,941 shares worth $13.4M. The position accounts for 0.01% of the portfolio, ranked #696.

Creative Planning first reported a position in SLV in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.2M in Q1 2026. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Creative Planning held 249,941 shares of iShares Silver Trust worth $13.4M as of Q2 2026.
Creative Planning sold 2,163 iShares Silver Trust shares in Q2 2026, an estimated $143K.
iShares Silver Trust made up 0.01% of Creative Planning's portfolio in Q2 2026, its #696 holding.
Creative Planning first reported a position in iShares Silver Trust in Q2 2013 and has held it in 53 quarters since.
Creative Planning's iShares Silver Trust position peaked at $17.2M in Q1 2026.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.