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 Q2	$233K	Sell	4,350 -30	-0.7%	-$1.99K	0.01%	436
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 $1.89T 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

WealthPlan Investment Management's SLV Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares Silver Trust (SLV) stake by 0.68% in Q2 2026, selling an estimated $1.99K and leaving 4,350 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #436.

WealthPlan Investment Management first reported a position in SLV in Q1 2022 and has held it in 10 quarters since. The position peaked at $471K in Q4 2025. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

WealthPlan Investment Management held 4,350 shares of iShares Silver Trust worth $233K as of Q2 2026.
WealthPlan Investment Management sold 30 iShares Silver Trust shares in Q2 2026, an estimated $1.99K.
iShares Silver Trust made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #436 holding.
WealthPlan Investment Management first reported a position in iShares Silver Trust in Q1 2022 and has held it in 10 quarters since.
WealthPlan Investment Management's iShares Silver Trust position peaked at $471K in Q4 2025.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.