Life Planning Partners’s iShares Silver Trust SLV Stock Holding History

Life Planning Partners’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
2025 Q4	–	Sell	-6,041	Closed	-$256K	–	70
2025 Q3	$256K	Buy	+6,041	New	+$217K	0.19%	64
2024 Q1	–	Sell	-4,901	Closed	-$107K	–	208
2023 Q4	$107K	Buy	+4,901	New	+$104K	0.11%	79
2022 Q3	$8.75K	Hold	500	–	–	0.01%	136
2022 Q2	$9K	Hold	500	–	–	0.01%	139
2022 Q1	$11K	Hold	500	–	–	0.01%	131
2021 Q4	$11K	Buy	+500	New	+$10.8K	0.01%	132

Other funds holding SLV

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Life Planning Partners's SLV Position: Q4 2025 in Review

Life Planning Partners sold out of iShares Silver Trust (SLV) in Q4 2025, closing a stake of 6,041 shares — an estimated $256K sold.

Life Planning Partners first reported a position in SLV in Q4 2021 and held it in 6 quarters. The position peaked at $256K in Q3 2025. 1,521 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

Life Planning Partners reported no remaining iShares Silver Trust position as of Q4 2025 after selling out during the quarter.
Life Planning Partners sold 6,041 iShares Silver Trust shares in Q4 2025, an estimated $256K.
Life Planning Partners first reported a position in iShares Silver Trust in Q4 2021 and held it in 6 quarters.
Life Planning Partners's iShares Silver Trust position peaked at $256K in Q3 2025.
1,521 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on Life Planning Partners's 13F filing for Q4 2025, filed 16 Jan 2026.