Family Management’s iShares Silver Trust SLV Stock Holding History

Family 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 Q4	–	Sell	-7,668	Closed	-$218K	–	221
2024 Q3	$218K	Hold	7,668	–	–	0.04%	154
2024 Q2	$204K	Buy	+7,668	New	+$202K	0.04%	143
2020 Q3	–	Sell	-10,000	Closed	-$170K	–	161
2020 Q2	$170K	Buy	+10,000	New	+$153K	0.07%	139

Other funds holding SLV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Family Management's SLV Position: Q4 2024 in Review

Family Management sold out of iShares Silver Trust (SLV) in Q4 2024, closing a stake of 7,668 shares — an estimated $218K sold.

Family Management first reported a position in SLV in Q2 2020 and held it in 3 quarters. The position peaked at $218K in Q3 2024. 935 funds tracked by Wall St. Rank hold SLV as of Q4 2024.

Family Management reported no remaining iShares Silver Trust position as of Q4 2024 after selling out during the quarter.
Family Management sold 7,668 iShares Silver Trust shares in Q4 2024, an estimated $218K.
Family Management first reported a position in iShares Silver Trust in Q2 2020 and held it in 3 quarters.
Family Management's iShares Silver Trust position peaked at $218K in Q3 2024.
935 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2024.

Based on Family Management's 13F filing for Q4 2024, filed 14 Feb 2025.