Glassman Wealth Services’s iShares Silver Trust SLV Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-145	Closed	-$3.16K	–	1549
2023 Q4	$3.16K	Hold	145	–	–	﹤0.01%	1206
2023 Q3	$2.95K	Buy	+145	New	+$3.13K	﹤0.01%	1218
2023 Q1	–	Sell	-300	Closed	-$6.61K	–	1977
2022 Q4	$6.61K	Hold	300	–	–	﹤0.01%	952
2022 Q3	$5K	Hold	300	–	–	﹤0.01%	1006
2022 Q2	$6K	Buy	300 +75	+33%	+$1.56K	﹤0.01%	963
2022 Q1	$5K	Buy	+225	New	+$5K	﹤0.01%	1011
2021 Q4	–	Sell	-275	Closed	-$6K	–	1884
2021 Q3	$6K	Buy	275 +50	+22%	+$1.12K	﹤0.01%	922
2021 Q2	$5K	Hold	225	–	–	﹤0.01%	934
2021 Q1	$5K	Hold	225	–	–	﹤0.01%	874
2020 Q4	$6K	Buy	+225	New	+$5.12K	﹤0.01%	839

Other funds holding SLV

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

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

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Glassman Wealth Services's SLV Position: Q1 2024 in Review

Glassman Wealth Services sold out of iShares Silver Trust (SLV) in Q1 2024, closing a stake of 145 shares — an estimated $3.16K sold.

Glassman Wealth Services first reported a position in SLV in Q4 2020 and held it in 10 quarters. The position peaked at $6.61K in Q4 2022. 788 funds tracked by Wall St. Rank hold SLV as of Q1 2024.

Glassman Wealth Services reported no remaining iShares Silver Trust position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 145 iShares Silver Trust shares in Q1 2024, an estimated $3.16K.
Glassman Wealth Services first reported a position in iShares Silver Trust in Q4 2020 and held it in 10 quarters.
Glassman Wealth Services's iShares Silver Trust position peaked at $6.61K in Q4 2022.
788 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.