Plancorp LLC’s iShares Silver Trust SLV Stock Holding History

Plancorp LLC’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	$499K	Buy	9,566 +212	+2%	+$14.1K	0.01%	258
2026 Q1	$646K	Buy	9,354 +10	+0.1%	+$760	0.02%	197
2025 Q4	$602K	Hold	9,344	–	–	0.02%	202
2025 Q3	$396K	Sell	9,344 -200	-2%	-$7.18K	0.01%	255
2025 Q2	$313K	Hold	9,544	–	–	0.01%	288
2025 Q1	$296K	Hold	9,544	–	–	0.01%	282
2024 Q4	$251K	Hold	9,544	–	–	0.01%	274
2024 Q3	$271K	Hold	9,544	–	–	0.01%	264
2024 Q2	$254K	Hold	9,544	–	–	0.01%	259
2024 Q1	$217K	Hold	9,544	–	–	0.01%	274
2023 Q4	$208K	Buy	+9,544	New	+$203K	0.01%	266

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

Plancorp LLC's SLV Position: Q2 2026 in Review

Plancorp LLC increased its iShares Silver Trust (SLV) stake by 2.3% in Q2 2026, buying an estimated $14.1K and bringing the position to 9,566 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #258.

Plancorp LLC first reported a position in SLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $646K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Plancorp LLC held 9,566 shares of iShares Silver Trust worth $499K as of Q2 2026.
Plancorp LLC bought 212 iShares Silver Trust shares in Q2 2026, an estimated $14.1K.
iShares Silver Trust made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #258 holding.
Plancorp LLC first reported a position in iShares Silver Trust in Q4 2023 and has held it in 11 quarters since.
Plancorp LLC's iShares Silver Trust position peaked at $646K in Q1 2026.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.