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Buckingham Strategic Wealth’s iShares Silver Trust SLV Stock Holding History

Buckingham Strategic 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
Q2 		$1.52M Sell
57,245
-1,507
-3% -$39.6K 0.02% 269
2024
Q1 		$1.34M Buy
58,752
+8,507
+17% +$182K 0.01% 288
2023
Q4 		$1.09M Buy
50,245
+1,601
+3% +$34.1K 0.01% 314
2023
Q3 		$989K Sell
48,644
-4,982
-9% -$108K 0.01% 293
2023
Q2 		$1.12M Buy
53,626
+4,810
+10% +$107K 0.02% 285
2023
Q1 		$1.07M Hold
48,816
– – 0.02% 255
2022
Q4 		$1.07M Sell
48,816
-20,250
-29% -$397K 0.02% 256
2022
Q3 		$1.21M Sell
69,066
-573
-0.8% -$10.2K 0.02% 232
2022
Q2 		$1.3M Buy
69,639
+7,189
+12% +$150K 0.03% 232
2022
Q1 		$1.43M Sell
62,450
-1,000
-2% -$22.2K 0.03% 228
2021
Q4 		$1.36M Sell
63,450
-80
-0.1% -$1.73K 0.03% 231
2021
Q3 		$1.3M Buy
63,530
+8,729
+16% +$196K 0.03% 229
2021
Q2 		$1.33M Buy
54,801
+1,115
+2% +$27.6K 0.03% 226
2021
Q1 		$1.22M Sell
53,686
-16,115
-23% -$392K 0.06% 214
2020
Q4 		$1.72M Buy
69,801
+13,164
+23% +$299K 0.09% 164
2020
Q3 		$1.23M Buy
56,637
+24,898
+78% +$566K 0.09% 154
2020
Q2 		$540K Buy
31,739
+16,328
+106% +$250K 0.05% 210
2020
Q1 		$201K Buy
15,411
+1,688
+12% +$26.5K 0.02% 425
2019
Q4 		$229K Sell
13,723
-1,809
-12% -$29.3K 0.02% 410
2019
Q3 		$247K Buy
+15,532
New +$247K 0.03% 364
2019
Q2 		– Sell
-11,096
Closed -$157K – 460
2019
Q1 		$157K Buy
+11,096
New +$162K 0.02% 404

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Buckingham Strategic Wealth's SLV Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares Silver Trust (SLV) stake by 2.6% in Q2 2024, selling an estimated $39.6K and leaving 57,245 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #269.

Buckingham Strategic Wealth first reported a position in SLV in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.72M in Q4 2020. 868 funds tracked by Wall St. Rank hold SLV as of Q2 2024.

  • Buckingham Strategic Wealth held 57,245 shares of iShares Silver Trust worth $1.52M as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,507 iShares Silver Trust shares in Q2 2024, an estimated $39.6K.
  • iShares Silver Trust made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #269 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Silver Trust in Q1 2019 and has held it in 21 quarters since.
  • Buckingham Strategic Wealth's iShares Silver Trust position peaked at $1.72M in Q4 2020.
  • 868 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.