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Clarity Financial’s iShares Silver Trust SLV Stock Holding History

Clarity Financial’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
Q4 		– Sell
-8,008
Closed -$228K – 156
2024
Q3 		$228K Buy
+8,008
New +$215K 0.03% 140
2021
Q3 		– Sell
-30,619
Closed -$742K – 122
2021
Q2 		$742K Buy
30,619
+7,642
+33% +$189K 0.14% 68
2021
Q1 		$522K Buy
+22,977
New +$559K 0.11% 78

Other funds holding SLV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Clarity Financial's SLV Position: Q4 2024 in Review

Clarity Financial sold out of iShares Silver Trust (SLV) in Q4 2024, closing a stake of 8,008 shares — an estimated $228K sold.

Clarity Financial first reported a position in SLV in Q1 2021 and held it in 3 quarters. The position peaked at $742K in Q2 2021. 935 funds tracked by Wall St. Rank hold SLV as of Q4 2024.

  • Clarity Financial reported no remaining iShares Silver Trust position as of Q4 2024 after selling out during the quarter.
  • Clarity Financial sold 8,008 iShares Silver Trust shares in Q4 2024, an estimated $228K.
  • Clarity Financial first reported a position in iShares Silver Trust in Q1 2021 and held it in 3 quarters.
  • Clarity Financial's iShares Silver Trust position peaked at $742K in Q2 2021.
  • 935 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2024.

Based on Clarity Financial's 13F filing for Q4 2024, filed 23 Jan 2025.