Financial Life Planners’s iShares Silver Trust SLV Stock Holding History

Financial Life Planners’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	$276K	Hold	5,160	–	–	0.18%	52
2026 Q1	$352K	Sell	5,160 -716	-12%	-$54.4K	0.27%	38
2025 Q4	$379K	Hold	5,876	–	–	0.27%	43
2025 Q3	$249K	Buy	+5,876	New	+$211K	0.17%	49
2025 Q2	–	Sell	-5,245	Closed	-$163K	–	79
2025 Q1	$163K	Hold	5,245	–	–	0.16%	56
2024 Q4	$138K	Buy	+5,245	New	+$150K	0.12%	60

Other funds holding SLV

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Financial Life Planners's SLV Position: Q2 2026 in Review

Financial Life Planners held its iShares Silver Trust (SLV) position steady in Q2 2026 at 5,160 shares worth $276K. The position accounts for 0.18% of the portfolio, ranked #52.

Financial Life Planners first reported a position in SLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $379K in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Financial Life Planners held 5,160 shares of iShares Silver Trust worth $276K as of Q2 2026.
Financial Life Planners left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.18% of Financial Life Planners's portfolio in Q2 2026, its #52 holding.
Financial Life Planners first reported a position in iShares Silver Trust in Q4 2024 and has held it in 6 quarters since.
Financial Life Planners's iShares Silver Trust position peaked at $379K in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.