Baron Financial Group’s iShares Silver Trust SLV Stock Holding History

Baron Financial Group’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
2022 Q3	–	Sell	-514	Closed	-$9.58K	–	173
2022 Q2	$9.58K	Hold	514	–	–	0.01%	150
2022 Q1	$11.8K	Hold	514	–	–	0.01%	156
2021 Q4	$11.1K	Hold	514	–	–	0.01%	165
2021 Q3	$10.5K	Hold	514	–	–	0.01%	166
2021 Q2	$12.4K	Hold	514	–	–	0.01%	163
2021 Q1	$11.7K	Hold	514	–	–	0.01%	165
2020 Q4	$12.6K	Hold	514	–	–	0.01%	161
2020 Q3	$11.1K	Buy	+514	New	+$11.7K	0.01%	166

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

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

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baron Financial Group's SLV Position: Q3 2022 in Review

Baron Financial Group sold out of iShares Silver Trust (SLV) in Q3 2022, closing a stake of 514 shares — an estimated $9.58K sold.

Baron Financial Group first reported a position in SLV in Q3 2020 and held it in 8 quarters. The position peaked at $12.6K in Q4 2020. 666 funds tracked by Wall St. Rank hold SLV as of Q3 2022.

Baron Financial Group reported no remaining iShares Silver Trust position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 514 iShares Silver Trust shares in Q3 2022, an estimated $9.58K.
Baron Financial Group first reported a position in iShares Silver Trust in Q3 2020 and held it in 8 quarters.
Baron Financial Group's iShares Silver Trust position peaked at $12.6K in Q4 2020.
666 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.