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Bison Wealth’s iShares Silver Trust SLV Stock Holding History

Bison Wealth’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
2024
Q3 		– Sell
-30,500
Closed -$57.2K – 472
2024
Q2 		$57.2K Hold
30,500
– – 0.01% 413
2024
Q1 		$57.2K Buy
+30,500
New +$652K 0.01% 415
2023
Q4 		– Sell
-16,000
Closed -$325K – 420
2023
Q3 		$325K Buy
+16,000
New +$346K 0.06% 292
2021
Q4 		– Sell
-2,500
Closed -$51K – 455
2021
Q3 		$51K Buy
+2,500
New +$56.2K 0.02% 317

Other funds holding SLV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Bison Wealth's SLV Position: Q4 2024 in Review

Bison Wealth opened a new position in iShares Silver Trust (SLV) in Q4 2024: 9,050 shares worth $238K. The stake represents 0.05% of the portfolio and ranks #266 among its holdings. This is a return to the name: Bison Wealth previously reported a position in SLV as recently as Q2 2024.

Bison Wealth first reported a position in SLV in Q1 2021 and has held it in 6 quarters since. The position peaked at $373K in Q2 2021. 935 funds tracked by Wall St. Rank hold SLV as of Q4 2024.

  • Bison Wealth held 9,050 shares of iShares Silver Trust worth $238K as of Q4 2024.
  • iShares Silver Trust was a new Bison Wealth position in Q4 2024.
  • iShares Silver Trust made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #266 holding.
  • Bison Wealth first reported a position in iShares Silver Trust in Q1 2021 and has held it in 6 quarters since.
  • Bison Wealth's iShares Silver Trust position peaked at $373K in Q2 2021.
  • 935 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.