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Berman Capital Advisors’s iShares Silver Trust SLV Stock Holding History

Berman Capital 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
Q3 		$90K Hold
4,424
– – 0.01% 472
2021
Q2 		$107K Hold
4,424
– – 0.02% 367
2021
Q1 		$100K Hold
4,424
– – 0.02% 311
2020
Q4 		$108K Buy
+4,424
New +$101K 0.03% 239

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
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 $21.8B AUM 28.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Berman Capital Advisors's SLV Position: Q3 2021 in Review

Berman Capital Advisors held its iShares Silver Trust (SLV) position steady in Q3 2021 at 4,424 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #472.

Berman Capital Advisors first reported a position in SLV in Q4 2020 and has held it in 4 quarters since. The position peaked at $108K in Q4 2020. 666 funds tracked by Wall St. Rank hold SLV as of Q3 2021.

  • Berman Capital Advisors held 4,424 shares of iShares Silver Trust worth $90K as of Q3 2021.
  • Berman Capital Advisors left its iShares Silver Trust share count unchanged in Q3 2021.
  • iShares Silver Trust made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #472 holding.
  • Berman Capital Advisors first reported a position in iShares Silver Trust in Q4 2020 and has held it in 4 quarters since.
  • Berman Capital Advisors's iShares Silver Trust position peaked at $108K in Q4 2020.
  • 666 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.