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Bel Air Investment Advisors’s iShares Silver Trust SLV Stock Holding History

Bel Air 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
2021
Q2 		$266K Buy
10,980
+506
+5% +$12.5K 0.01% 331
2021
Q1 		$238K Buy
+10,474
New +$255K 0.01% 364
2013
Q3 		– Sell
-26,543
Closed -$504K – 117
2013
Q2 		$504K Buy
+26,543
New +$595K 0.07% 76

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
BM
Baymount Management Miami, Florida $96.1M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

Bel Air Investment Advisors's SLV Position: Q2 2021 in Review

Bel Air Investment Advisors increased its iShares Silver Trust (SLV) stake by 4.8% in Q2 2021, buying an estimated $12.5K and bringing the position to 10,980 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #331.

Bel Air Investment Advisors first reported a position in SLV in Q2 2013 and has held it in 3 quarters since. The position peaked at $504K in Q2 2013. 742 funds tracked by Wall St. Rank hold SLV as of Q2 2021.

  • Bel Air Investment Advisors held 10,980 shares of iShares Silver Trust worth $266K as of Q2 2021.
  • Bel Air Investment Advisors bought 506 iShares Silver Trust shares in Q2 2021, an estimated $12.5K.
  • iShares Silver Trust made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #331 holding.
  • Bel Air Investment Advisors first reported a position in iShares Silver Trust in Q2 2013 and has held it in 3 quarters since.
  • Bel Air Investment Advisors's iShares Silver Trust position peaked at $504K in Q2 2013.
  • 742 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.