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Clean Yield Group’s iShares Silver Trust SLV Stock Holding History

Clean Yield Group’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
2023
Q4 		– Sell
-6,090
Closed -$123K – 383
2023
Q3 		$123K Hold
6,090
– – 0.05% 153
2023
Q2 		$127K Sell
6,090
-215
-3% -$4.78K 0.05% 156
2023
Q1 		$139K Sell
6,305
-3,500
-36% -$72.5K 0.06% 152
2022
Q4 		$216K Sell
9,805
-18,500
-65% -$362K 0.09% 127
2022
Q3 		$495K Buy
28,305
+11,000
+64% +$195K 0.23% 84
2022
Q2 		$323K Buy
17,305
+13,500
+355% +$282K 0.13% 104
2022
Q1 		$87K Hold
3,805
– – 0.03% 208
2021
Q4 		$82K Hold
3,805
– – 0.03% 228
2021
Q3 		$78K Sell
3,805
-565
-13% -$12.7K 0.03% 229
2021
Q2 		$106K Buy
+4,370
New +$108K 0.04% 193
2021
Q1 		– Sell
-4,579
Closed -$113K – 333
2020
Q4 		$113K Buy
4,579
+774
+20% +$17.6K 0.04% 182
2020
Q3 		$82K Sell
3,805
-5,500
-59% -$125K 0.03% 188
2020
Q2 		$158K Sell
9,305
-20,000
-68% -$306K 0.07% 133
2020
Q1 		$382K Buy
29,305
+4,540
+18% +$71.4K 0.18% 83
2019
Q4 		$413K Buy
24,765
+1,000
+4% +$16.2K 0.13% 100
2019
Q3 		$378K Sell
23,765
-1,480
-6% -$23.5K 0.12% 98
2019
Q2 		$362K Sell
25,245
-3,000
-11% -$41.9K 0.13% 97
2019
Q1 		$401K Buy
28,245
+1,765
+7% +$25.8K 0.16% 94
2018
Q4 		$384K Buy
26,480
+1,000
+4% +$13.7K 0.17% 101
2018
Q3 		$350K Sell
25,480
-4,520
-15% -$63.7K 0.14% 109
2018
Q2 		$454K Buy
30,000
+10,000
+50% +$156K 0.19% 89
2018
Q1 		$308K Buy
+20,000
New +$316K 0.13% 107

Other funds holding SLV

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clean Yield Group's SLV Position: Q4 2023 in Review

Clean Yield Group sold out of iShares Silver Trust (SLV) in Q4 2023, closing a stake of 6,090 shares — an estimated $123K sold.

Clean Yield Group first reported a position in SLV in Q1 2018 and held it in 22 quarters. The position peaked at $495K in Q3 2022. 769 funds tracked by Wall St. Rank hold SLV as of Q4 2023.

  • Clean Yield Group reported no remaining iShares Silver Trust position as of Q4 2023 after selling out during the quarter.
  • Clean Yield Group sold 6,090 iShares Silver Trust shares in Q4 2023, an estimated $123K.
  • Clean Yield Group first reported a position in iShares Silver Trust in Q1 2018 and held it in 22 quarters.
  • Clean Yield Group's iShares Silver Trust position peaked at $495K in Q3 2022.
  • 769 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2023.

Based on Clean Yield Group's 13F filing for Q4 2023, filed 24 Jan 2024.