BKM Wealth Management’s iShares Silver Trust SLV Stock Holding History

BKM 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
2024 Q1	–	Sell	-1,740	Closed	-$37.9K	–	493
2023 Q4	$37.9K	Buy	+1,740	New	+$37K	0.02%	287

Other funds holding SLV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BKM Wealth Management's SLV Position: Q1 2024 in Review

BKM Wealth Management sold out of iShares Silver Trust (SLV) in Q1 2024, closing a stake of 1,740 shares — an estimated $37.9K sold.

BKM Wealth Management first reported a position in SLV in Q4 2023 and held it in 1 quarter. The position peaked at $37.9K in Q4 2023. 788 funds tracked by Wall St. Rank hold SLV as of Q1 2024.

BKM Wealth Management reported no remaining iShares Silver Trust position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 1,740 iShares Silver Trust shares in Q1 2024, an estimated $37.9K.
BKM Wealth Management first reported a position in iShares Silver Trust in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's iShares Silver Trust position peaked at $37.9K in Q4 2023.
788 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.