1834 Investment Advisors’s iShares Silver Trust SLV Stock Holding History

1834 Investment 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
2023 Q1	–	Sell	-13,730	Closed	-$302K	–	246
2022 Q4	$302K	Hold	13,730	–	–	0.04%	156
2022 Q3	$240K	Hold	13,730	–	–	0.04%	179
2022 Q2	$256K	Buy	13,730 +265	+2%	+$5.53K	0.04%	173
2022 Q1	$308K	Hold	13,465	–	–	0.04%	160
2021 Q4	$290K	Sell	13,465 -185	-1%	-$4K	0.03%	164
2021 Q3	$280K	Hold	13,650	–	–	0.03%	165
2021 Q2	$331K	Buy	13,650 +150	+1%	+$3.71K	0.04%	155
2021 Q1	$306K	Sell	13,500 -2,400	-15%	-$58.4K	0.04%	161
2020 Q4	$391K	Buy	15,900 +800	+5%	+$18.2K	0.05%	144
2020 Q3	$327K	Buy	15,100 +2,600	+21%	+$59.1K	0.05%	142
2020 Q2	$213K	Hold	12,500	–	–	0.03%	170
2020 Q1	$163K	Hold	12,500	–	–	0.03%	192
2019 Q4	$209K	Hold	12,500	–	–	0.03%	195
2019 Q3	$199K	Buy	12,500 +200	+2%	+$3.18K	0.03%	200
2019 Q2	$176K	Hold	12,300	–	–	0.03%	203
2019 Q1	$174K	Hold	12,300	–	–	0.03%	204
2018 Q4	$179K	Hold	12,300	–	–	0.03%	189
2018 Q3	$169K	Hold	12,300	–	–	0.02%	208
2018 Q2	$186K	Hold	12,300	–	–	0.03%	186
2018 Q1	$190K	Hold	12,300	–	–	0.03%	180
2017 Q4	$197K	Buy	+12,300	New	+$194K	0.03%	172

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

1834 Investment Advisors's SLV Position: Q1 2023 in Review

1834 Investment Advisors sold out of iShares Silver Trust (SLV) in Q1 2023, closing a stake of 13,730 shares — an estimated $302K sold.

1834 Investment Advisors first reported a position in SLV in Q4 2017 and held it in 21 quarters. The position peaked at $391K in Q4 2020. 736 funds tracked by Wall St. Rank hold SLV as of Q1 2023.

1834 Investment Advisors reported no remaining iShares Silver Trust position as of Q1 2023 after selling out during the quarter.
1834 Investment Advisors sold 13,730 iShares Silver Trust shares in Q1 2023, an estimated $302K.
1834 Investment Advisors first reported a position in iShares Silver Trust in Q4 2017 and held it in 21 quarters.
1834 Investment Advisors's iShares Silver Trust position peaked at $391K in Q4 2020.
736 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2023.

Based on 1834 Investment Advisors's 13F filing for Q1 2023, filed 9 May 2023.