Valtinson Bruner Financial Planning’s iShares Silver Trust SLV Stock Holding History

Valtinson Bruner Financial Planning’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	$376K	Sell	7,036 -210	-3%	-$13.9K	0.09%	113
2026 Q1	$494K	Sell	7,246 -67	-0.9%	-$5.09K	0.14%	84
2025 Q4	$471K	Sell	7,313 -5	-0.1%	-$250	0.14%	86
2025 Q3	$310K	Buy	7,318 +320	+5%	+$11.5K	0.09%	116
2025 Q2	$230K	Buy	6,998 +500	+8%	+$15.3K	0.07%	136
2025 Q1	$201K	Buy	+6,498	New	+$189K	0.07%	142

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

Valtinson Bruner Financial Planning's SLV Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its iShares Silver Trust (SLV) stake by 2.9% in Q2 2026, selling an estimated $13.9K and leaving 7,036 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #113.

Valtinson Bruner Financial Planning first reported a position in SLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $494K in Q1 2026. 1,421 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Valtinson Bruner Financial Planning held 7,036 shares of iShares Silver Trust worth $376K as of Q2 2026.
Valtinson Bruner Financial Planning sold 210 iShares Silver Trust shares in Q2 2026, an estimated $13.9K.
iShares Silver Trust made up 0.09% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #113 holding.
Valtinson Bruner Financial Planning first reported a position in iShares Silver Trust in Q1 2025 and has held it in 6 quarters since.
Valtinson Bruner Financial Planning's iShares Silver Trust position peaked at $494K in Q1 2026.
1,421 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.