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Walled Lake Planning & Wealth Management’s iShares Silver Trust SLV Stock Holding History

Walled Lake Planning & Wealth Management’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 		$514K Hold
9,611
– – 0.13% 77
2026
Q1 		$655K Buy
+9,611
New +$730K 0.19% 65

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Walled Lake Planning & Wealth Management's SLV Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management held its iShares Silver Trust (SLV) position steady in Q2 2026 at 9,611 shares worth $514K. The position accounts for 0.13% of the portfolio, ranked #77.

Walled Lake Planning & Wealth Management first reported a position in SLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $655K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 9,611 shares of iShares Silver Trust worth $514K as of Q2 2026.
  • Walled Lake Planning & Wealth Management left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up 0.13% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Walled Lake Planning & Wealth Management first reported a position in iShares Silver Trust in Q1 2026 and has held it in 2 quarters since.
  • Walled Lake Planning & Wealth Management's iShares Silver Trust position peaked at $655K in Q1 2026.
  • 1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.