Financial Plan Inc’s iShares Silver Trust SLV Stock Holding History

Financial Plan Inc’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	$2.14M	Sell	40,008 -18	-0%	-$1.19K	0.2%	36
2026 Q1	$2.73M	Sell	40,026 -741	-2%	-$56.3K	0.29%	32
2025 Q4	$2.63M	Buy	+40,767	New	+$2.04M	0.3%	32

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

Financial Plan Inc's SLV Position: Q2 2026 in Review

Financial Plan Inc reduced its iShares Silver Trust (SLV) stake by 0.04% in Q2 2026, selling an estimated $1.19K and leaving 40,008 shares worth $2.14M. The position accounts for 0.2% of the portfolio, ranked #36.

Financial Plan Inc first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.73M in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Financial Plan Inc held 40,008 shares of iShares Silver Trust worth $2.14M as of Q2 2026.
Financial Plan Inc sold 18 iShares Silver Trust shares in Q2 2026, an estimated $1.19K.
iShares Silver Trust made up 0.2% of Financial Plan Inc's portfolio in Q2 2026, its #36 holding.
Financial Plan Inc first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
Financial Plan Inc's iShares Silver Trust position peaked at $2.73M in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.