GeoWealth Management’s iShares Silver Trust SLV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.1K Sell
947
-284
-23% -$9.32K ﹤0.01% 1012
2025
Q1
$38.1K Sell
1,231
-6,263
-84% -$194K ﹤0.01% 924
2024
Q4
$197K Sell
7,494
-1,124
-13% -$29.6K 0.01% 771
2024
Q3
$245K Buy
8,618
+13
+0.2% +$369 0.01% 657
2024
Q2
$229K Sell
8,605
-589
-6% -$15.7K 0.01% 651
2024
Q1
$209K Sell
9,194
-116
-1% -$2.64K 0.01% 676
2023
Q4
$202K Sell
9,310
-954
-9% -$20.7K 0.02% 506
2023
Q3
$208K Sell
10,264
-1,080
-10% -$21.9K 0.02% 282
2023
Q2
$237K Sell
11,344
-858
-7% -$17.9K 0.03% 234
2023
Q1
$270K Sell
12,202
-4,165
-25% -$92.2K 0.03% 186
2022
Q4
$360K Buy
16,367
+4,600
+39% +$101K 0.04% 172
2022
Q3
$206K Buy
11,767
+313
+3% +$5.48K 0.02% 238
2022
Q2
$213K Sell
11,454
-1,309
-10% -$24.3K 0.03% 241
2022
Q1
$292K Sell
12,763
-4,696
-27% -$107K 0.03% 261
2021
Q4
$376K Buy
17,459
+311
+2% +$6.7K 0.03% 232
2021
Q3
$352K Sell
17,148
-164
-0.9% -$3.37K 0.03% 250
2021
Q2
$419K Buy
17,312
+2,569
+17% +$62.2K 0.05% 163
2021
Q1
$335K Buy
14,743
+2,850
+24% +$64.8K 0.05% 159
2020
Q4
$299K Buy
11,893
+168
+1% +$4.22K 0.05% 176
2020
Q3
$260K Sell
11,725
-1,061
-8% -$23.5K 0.08% 133
2020
Q2
$218K Buy
+12,786
New +$218K 0.09% 145