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Peak Retirement Planning’s iShares Silver Trust SLV Stock Holding History

Peak Retirement Planning’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
Q1 		$762K Buy
11,177
+1,264
+13% +$96K 0.15% 91
2025
Q4 		$639K Buy
+9,913
New +$496K 0.15% 93

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Peak Retirement Planning's SLV Position: Q1 2026 in Review

Peak Retirement Planning increased its iShares Silver Trust (SLV) stake by 13% in Q1 2026, buying an estimated $96K and bringing the position to 11,177 shares worth $762K. The position accounts for 0.15% of the portfolio, ranked #91.

Peak Retirement Planning first reported a position in SLV in Q4 2025 and has held it in 2 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Peak Retirement Planning held 11,177 shares of iShares Silver Trust worth $762K as of Q1 2026.
  • Peak Retirement Planning bought 1,264 iShares Silver Trust shares in Q1 2026, an estimated $96K.
  • iShares Silver Trust made up 0.15% of Peak Retirement Planning's portfolio in Q1 2026, its #91 holding.
  • Peak Retirement Planning first reported a position in iShares Silver Trust in Q4 2025 and has held it in 2 quarters since.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Peak Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.