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Baker Tilly Wealth Management’s iShares Silver Trust SLV Stock Holding History

Baker Tilly 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
2021
Q3 		– Sell
-9,205
Closed -$223K – 519
2021
Q2 		$223K Buy
+9,205
New +$228K 0.04% 462

Other funds holding SLV

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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
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Baker Tilly Wealth Management's SLV Position: Q3 2021 in Review

Baker Tilly Wealth Management sold out of iShares Silver Trust (SLV) in Q3 2021, closing a stake of 9,205 shares — an estimated $223K sold.

Baker Tilly Wealth Management first reported a position in SLV in Q2 2021 and held it in 1 quarter. The position peaked at $223K in Q2 2021. 666 funds tracked by Wall St. Rank hold SLV as of Q3 2021.

  • Baker Tilly Wealth Management reported no remaining iShares Silver Trust position as of Q3 2021 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 9,205 iShares Silver Trust shares in Q3 2021, an estimated $223K.
  • Baker Tilly Wealth Management first reported a position in iShares Silver Trust in Q2 2021 and held it in 1 quarter.
  • Baker Tilly Wealth Management's iShares Silver Trust position peaked at $223K in Q2 2021.
  • 666 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2021.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.