Pinnacle Wealth Planning Services’s iShares Silver Trust SLV Stock Holding History

Pinnacle Wealth Planning Services’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	$755K	Buy	11,081 +650	+6%	+$49.4K	0.08%	141
2025 Q4	$672K	Hold	10,431	–	–	0.07%	160
2025 Q3	$442K	Hold	10,431	–	–	0.05%	241
2025 Q2	$342K	Buy	10,431 +2,659	+34%	+$81.3K	0.05%	265
2025 Q1	$241K	Hold	7,772	–	–	0.04%	312
2024 Q4	$205K	Buy	+7,772	New	+$222K	0.03%	353
2021 Q1	–	Sell	-1,385	Closed	-$34K	–	1686
2020 Q4	$34K	Buy	+1,385	New	+$31.5K	0.01%	956

Other funds holding SLV

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Pinnacle Wealth Planning Services's SLV Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its iShares Silver Trust (SLV) stake by 6.2% in Q1 2026, buying an estimated $49.4K and bringing the position to 11,081 shares worth $755K. The position accounts for 0.08% of the portfolio, ranked #141.

Pinnacle Wealth Planning Services first reported a position in SLV in Q4 2020 and has held it in 7 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Pinnacle Wealth Planning Services held 11,081 shares of iShares Silver Trust worth $755K as of Q1 2026.
Pinnacle Wealth Planning Services bought 650 iShares Silver Trust shares in Q1 2026, an estimated $49.4K.
iShares Silver Trust made up 0.08% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #141 holding.
Pinnacle Wealth Planning Services first reported a position in iShares Silver Trust in Q4 2020 and has held it in 7 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.