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 Q2	$1.07M	Hold	20,000	–	–	0.22%	85
2026 Q1	$142K	Buy	+20,000	New	+$1.52M	0.03%	226

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

Plan Group Financial's SLV Position: Q2 2026 in Review

Plan Group Financial reduced its iShares Silver Trust (SLV) stake by 49% in Q2 2026, selling an estimated $2.11M and leaving 33,630 shares worth $1.8M. The position accounts for 0.37% of the portfolio, ranked #74.

Plan Group Financial first reported a position in SLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.46M in Q1 2026. 1,417 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Plan Group Financial held 33,630 shares of iShares Silver Trust worth $1.8M as of Q2 2026.
Plan Group Financial sold 31,784 iShares Silver Trust shares in Q2 2026, an estimated $2.11M.
iShares Silver Trust made up 0.37% of Plan Group Financial's portfolio in Q2 2026, its #74 holding.
Plan Group Financial first reported a position in iShares Silver Trust in Q3 2025 and has held it in 4 quarters since.
Plan Group Financial's iShares Silver Trust position peaked at $4.46M in Q1 2026.
1,417 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.