WealthPlan Investment Management’s iShares Silver Trust SLV Stock Holding History

WealthPlan Investment 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 Q1	$298K	Sell	4,380 -2,935	-40%	-$223K	0.02%	393
2025 Q4	$471K	Buy	7,315 +17	+0.2%	+$851	0.03%	264
2025 Q3	$309K	Sell	7,298 -37	-0.5%	-$1.33K	0.02%	275
2025 Q2	$241K	Buy	+7,335	New	+$224K	0.02%	312
2023 Q3	–	Sell	-1,837	Closed	-$38.4K	–	318
2023 Q2	$38.4K	Buy	1,837 +812	+79%	+$18.1K	0.01%	213
2023 Q1	$22.7K	Sell	1,025 -10,445	-91%	-$216K	﹤0.01%	288
2022 Q4	$232K	Sell	11,470 -733	-6%	-$14.4K	0.02%	351
2022 Q3	$255K	Buy	+12,203	New	+$216K	0.02%	321
2022 Q1	$273K	Buy	+12,958	New	+$288K	0.02%	331

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

WealthPlan Investment Management's SLV Position: Q1 2026 in Review

WealthPlan Investment Management reduced its iShares Silver Trust (SLV) stake by 40% in Q1 2026, selling an estimated $223K and leaving 4,380 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #393.

WealthPlan Investment Management first reported a position in SLV in Q1 2022 and has held it in 9 quarters since. The position peaked at $471K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

WealthPlan Investment Management held 4,380 shares of iShares Silver Trust worth $298K as of Q1 2026.
WealthPlan Investment Management sold 2,935 iShares Silver Trust shares in Q1 2026, an estimated $223K.
iShares Silver Trust made up 0.02% of WealthPlan Investment Management's portfolio in Q1 2026, its #393 holding.
WealthPlan Investment Management first reported a position in iShares Silver Trust in Q1 2022 and has held it in 9 quarters since.
WealthPlan Investment Management's iShares Silver Trust position peaked at $471K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.