Plan Group Financial’s iShares Silver Trust SLV Stock Holding History

Plan Group Financial’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 Q3	$1.75M	Buy	33,636 +6	+0%	+$340	0.34%	76
2026 Q2	$1.8M	Sell	33,630 -31,784	-49%	-$2.11M	0.37%	74
2026 Q1	$4.46M	Sell	65,414 -3,337	-5%	-$254K	1.05%	30
2025 Q4	$4.43M	Buy	68,751 +7,839	+13%	+$392K	1.15%	30
2025 Q3	$2.58M	Buy	+60,912	New	+$2.19M	0.69%	48

Other funds holding SLV

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Plan Group Financial's SLV Position: Q3 2026 in Review

Plan Group Financial increased its iShares Silver Trust (SLV) stake by 0.02% in Q3 2026, buying an estimated $340 and bringing the position to 33,636 shares worth $1.75M. The position accounts for 0.34% of the portfolio, ranked #76.

Plan Group Financial first reported a position in SLV in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.46M in Q1 2026. 453 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Plan Group Financial held 33,636 shares of iShares Silver Trust worth $1.75M as of Q3 2026.
Plan Group Financial bought 6 iShares Silver Trust shares in Q3 2026, an estimated $340.
iShares Silver Trust made up 0.34% of Plan Group Financial's portfolio in Q3 2026, its #76 holding.
Plan Group Financial first reported a position in iShares Silver Trust in Q3 2025 and has held it in 5 quarters since.
Plan Group Financial's iShares Silver Trust position peaked at $4.46M in Q1 2026.
453 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.