BFC Planning, Inc.’s iShares Silver Trust SLV Stock Holding History

BFC Planning, 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	$701K	Sell	13,109 -1,585	-11%	-$105K	0.03%	495
2026 Q1	$1M	Sell	14,694 -2,329	-14%	-$177K	0.04%	360
2025 Q4	$1.1M	Buy	17,023 +7,458	+78%	+$373K	0.05%	348
2025 Q3	$405K	Buy	9,565 +683	+8%	+$24.5K	0.03%	440
2025 Q2	$291K	Buy	8,882 +290	+3%	+$8.87K	0.02%	497
2025 Q1	$266K	Buy	8,592 +378	+5%	+$11K	0.02%	506
2024 Q4	$216K	Buy	+8,214	New	+$235K	0.02%	582

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 $468B AUM 17.69% 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

BFC Planning, Inc.'s SLV Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares Silver Trust (SLV) stake by 11% in Q2 2026, selling an estimated $105K and leaving 13,109 shares worth $701K. The position accounts for 0.03% of the portfolio, ranked #495.

BFC Planning, Inc. first reported a position in SLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2025. 1,433 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

BFC Planning, Inc. held 13,109 shares of iShares Silver Trust worth $701K as of Q2 2026.
BFC Planning, Inc. sold 1,585 iShares Silver Trust shares in Q2 2026, an estimated $105K.
iShares Silver Trust made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #495 holding.
BFC Planning, Inc. first reported a position in iShares Silver Trust in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares Silver Trust position peaked at $1.1M in Q4 2025.
1,433 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.