Briaud Financial Planning’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Buy |
11,104
+23
| +0.2% | +$754 | 0.14% | 21 |
|
|
2025
Q1 | $343K | Hold |
11,081
| – | – | 0.14% | 21 |
|
|
2024
Q4 | $291K | Sell |
11,081
-983
| -8% | -$25.8K | 0.12% | 23 |
|
|
2024
Q3 | $342K | Hold |
12,064
| – | – | 0.18% | 17 |
|
|
2024
Q2 | $320K | Sell |
12,064
-1,938
| -14% | -$51.4K | 0.18% | 17 |
|
|
2024
Q1 | $319K | Hold |
14,002
| – | – | 0.18% | 16 |
|
|
2023
Q4 | $305K | Hold |
14,002
| – | – | 0.26% | 9 |
|
|
2023
Q3 | $284K | Hold |
14,002
| – | – | 0.23% | 17 |
|
|
2023
Q2 | $292K | Hold |
14,002
| – | – | 0.28% | 16 |
|
|
2023
Q1 | $309K | Hold |
14,002
| – | – | 0.29% | 15 |
|
|
2022
Q4 | $308K | Hold |
14,002
| – | – | 0.25% | 15 |
|
|
2022
Q3 | $248K | Hold |
14,002
| – | – | 0.22% | 24 |
|
|
2022
Q2 | $260K | Buy |
14,002
+1,202
| +9% | +$22.3K | 0.17% | 19 |
|
|
2022
Q1 | $292K | Buy |
+12,800
| New | +$292K | 0.17% | 18 |
|