New England Professional Planning Group’s iShares Silver Trust SLV Stock Holding History

New England Professional Planning Group’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	$950K	Hold	17,774	–	–	0.35%	13
2026 Q1	$1.21M	Buy	17,774 +161	+0.9%	+$12.2K	0.51%	9
2025 Q4	$1.13M	Buy	17,613 +7,609	+76%	+$381K	0.48%	9
2025 Q3	$0	Hold	10,004	–	–	﹤0.01%	48
2025 Q2	$328K	Hold	10,004	–	–	0.15%	32
2025 Q1	$310K	Hold	10,004	–	–	0.15%	31
2024 Q4	$263K	Hold	10,004	–	–	0.13%	36
2024 Q3	$284K	Hold	10,004	–	–	0.14%	32
2024 Q2	$266K	Hold	10,004	–	–	0.14%	36
2024 Q1	$228K	Hold	10,004	–	–	0.12%	44
2023 Q4	$218K	Hold	10,004	–	–	0.12%	39
2023 Q3	$203K	Hold	10,004	–	–	0.13%	37
2023 Q2	$209K	Hold	10,004	–	–	0.12%	36
2023 Q1	$234K	Hold	10,004	–	–	0.14%	30
2022 Q4	$220K	Hold	10,004	–	–	0.12%	35
2022 Q3	$175K	Hold	10,004	–	–	0.12%	34
2022 Q2	$186K	Hold	10,004	–	–	0.13%	38
2022 Q1	$227K	Hold	10,004	–	–	0.14%	37
2021 Q4	$0	Hold	10,004	–	–	﹤0.01%	52
2021 Q3	$221K	Hold	10,004	–	–	0.13%	41
2021 Q2	$218K	Hold	10,004	–	–	0.13%	44
2021 Q1	$254K	Buy	+10,004	New	+$244K	0.16%	41

Other funds holding SLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

VSI

Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New England Professional Planning Group's SLV Position: Q2 2026 in Review

New England Professional Planning Group held its iShares Silver Trust (SLV) position steady in Q2 2026 at 17,774 shares worth $950K. The position accounts for 0.35% of the portfolio, ranked #13.

New England Professional Planning Group first reported a position in SLV in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.21M in Q1 2026. 783 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

New England Professional Planning Group held 17,774 shares of iShares Silver Trust worth $950K as of Q2 2026.
New England Professional Planning Group left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.35% of New England Professional Planning Group's portfolio in Q2 2026, its #13 holding.
New England Professional Planning Group first reported a position in iShares Silver Trust in Q1 2021 and has held it in 22 quarters since.
New England Professional Planning Group's iShares Silver Trust position peaked at $1.21M in Q1 2026.
783 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.