Plante Moran Financial Advisors’s iShares Silver Trust SLV Stock Holding History

Plante Moran Financial Advisors’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	$191K	Sell	2,810 -328	-10%	-$24.9K	0.01%	168
2025 Q4	$202K	Buy	3,138 +1,328	+73%	+$66.5K	0.01%	168
2025 Q3	$76.7K	Buy	1,810 +110	+6%	+$3.95K	﹤0.01%	279
2025 Q2	$55.8K	Hold	1,700	–	–	﹤0.01%	316
2025 Q1	$52.7K	Hold	1,700	–	–	﹤0.01%	323
2024 Q4	$44.8K	Hold	1,700	–	–	﹤0.01%	365
2024 Q3	$48.3K	Hold	1,700	–	–	﹤0.01%	389
2024 Q2	$45.2K	Hold	1,700	–	–	﹤0.01%	352
2024 Q1	$38.7K	Buy	1,700 +68	+4%	+$1.45K	﹤0.01%	397
2023 Q4	$35.5K	Hold	1,632	–	–	﹤0.01%	367
2023 Q3	$33.2K	Hold	1,632	–	–	﹤0.01%	349
2023 Q2	$34.1K	Hold	1,632	–	–	﹤0.01%	350
2023 Q1	$36.1K	Buy	1,632 +1,532	+1,532%	+$31.7K	﹤0.01%	342
2022 Q4	$2.2K	Sell	100 -1,400	-93%	-$27.4K	﹤0.01%	736
2022 Q3	$26K	Hold	1,500	–	–	﹤0.01%	411
2022 Q2	$28K	Hold	1,500	–	–	﹤0.01%	406
2022 Q1	$34K	Hold	1,500	–	–	0.01%	390
2021 Q4	$32K	Sell	1,500 -844	-36%	-$18.2K	0.01%	455
2021 Q3	$48K	Sell	2,344 -15,258	-87%	-$343K	0.01%	394
2021 Q2	$426K	Buy	17,602 +1,721	+11%	+$42.6K	0.1%	92
2021 Q1	$360K	Sell	15,881 -109	-0.7%	-$2.65K	0.1%	105
2020 Q4	$393K	Buy	15,990 +6,266	+64%	+$143K	0.12%	102
2020 Q3	$210K	Sell	9,724 -58,508	-86%	-$1.33M	0.07%	142
2020 Q2	$1.16M	Hold	68,232	–	–	0.46%	30
2020 Q1	$890K	Buy	68,232 +63,051	+1,217%	+$991K	0.41%	36
2019 Q4	$86K	Hold	5,181	–	–	0.03%	247
2019 Q3	$82K	Hold	5,181	–	–	0.02%	269
2019 Q2	$74K	Hold	5,181	–	–	0.02%	267
2019 Q1	$73K	Sell	5,181 -3,672	-41%	-$53.6K	0.02%	261
2018 Q4	$129K	Buy	8,853 +3,672	+71%	+$50.2K	0.04%	178
2018 Q3	$71K	Hold	5,181	–	–	0.02%	247
2018 Q2	$78K	Buy	+5,181	New	+$80.7K	0.04%	259
2018 Q1	–	Sell	-1,127	Closed	-$18K	–	1006
2017 Q4	$18K	Buy	+1,127	New	+$17.8K	0.01%	514
2016 Q1	–	Sell	-571	Closed	-$8K	–	1006
2015 Q4	$8K	Hold	571	–	–	0.01%	617
2015 Q3	$8K	Hold	571	–	–	0.01%	517
2015 Q2	$9K	Hold	571	–	–	0.01%	545
2015 Q1	$9K	Hold	571	–	–	0.01%	534
2014 Q4	$9K	Hold	571	–	–	0.01%	563
2014 Q3	$9K	Hold	571	–	–	0.01%	566
2014 Q2	$12K	Sell	571 -2,500	-81%	-$47.2K	0.01%	482
2014 Q1	$58K	Hold	3,071	–	–	0.06%	159
2013 Q4	$57K	Sell	3,071 -2,883	-48%	-$57.8K	0.03%	218
2013 Q3	$124K	Sell	5,954 -775	-12%	-$16K	0.08%	93
2013 Q2	$128K	Buy	+6,729	New	+$151K	0.09%	88

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

Plante Moran Financial Advisors's SLV Position: Q1 2026 in Review

Plante Moran Financial Advisors reduced its iShares Silver Trust (SLV) stake by 10% in Q1 2026, selling an estimated $24.9K and leaving 2,810 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #168.

Plante Moran Financial Advisors first reported a position in SLV in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.16M in Q2 2020. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Plante Moran Financial Advisors held 2,810 shares of iShares Silver Trust worth $191K as of Q1 2026.
Plante Moran Financial Advisors sold 328 iShares Silver Trust shares in Q1 2026, an estimated $24.9K.
iShares Silver Trust made up 0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #168 holding.
Plante Moran Financial Advisors first reported a position in iShares Silver Trust in Q2 2013 and has held it in 44 quarters since.
Plante Moran Financial Advisors's iShares Silver Trust position peaked at $1.16M in Q2 2020.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.