AWM
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Accurate Wealth Management’s iShares Silver Trust SLV Stock Holding History

Accurate 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
2023
Q1 		– Sell
-1,583
Closed -$34.4K – 1227
2022
Q4 		$34.4K Buy
+1,583
New +$31K 0.01% 540

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accurate Wealth Management's SLV Position: Q1 2023 in Review

Accurate Wealth Management sold out of iShares Silver Trust (SLV) in Q1 2023, closing a stake of 1,583 shares — an estimated $34.4K sold.

Accurate Wealth Management first reported a position in SLV in Q4 2022 and held it in 1 quarter. The position peaked at $34.4K in Q4 2022. 736 funds tracked by Wall St. Rank hold SLV as of Q1 2023.

  • Accurate Wealth Management reported no remaining iShares Silver Trust position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,583 iShares Silver Trust shares in Q1 2023, an estimated $34.4K.
  • Accurate Wealth Management first reported a position in iShares Silver Trust in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's iShares Silver Trust position peaked at $34.4K in Q4 2022.
  • 736 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.