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 Q2	$593K	Hold	11,081	–	–	0.06%	194
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 $1.89T 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 $445B AUM 25.58% 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

Pinnacle Wealth Planning Services's SLV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares Silver Trust (SLV) position steady in Q2 2026 at 11,081 shares worth $593K. The position accounts for 0.06% of the portfolio, ranked #194.

Pinnacle Wealth Planning Services first reported a position in SLV in Q4 2020 and has held it in 8 quarters since. The position peaked at $755K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Pinnacle Wealth Planning Services held 11,081 shares of iShares Silver Trust worth $593K as of Q2 2026.
Pinnacle Wealth Planning Services left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #194 holding.
Pinnacle Wealth Planning Services first reported a position in iShares Silver Trust in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's iShares Silver Trust position peaked at $755K in Q1 2026.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.