Golden State Wealth Management’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
13,043
+1,137
| +10% | +$37.3K | 0.05% | 261 |
|
|
2025
Q1 | $369K | Buy |
11,906
+263
| +2% | +$8.15K | 0.05% | 261 |
|
|
2024
Q4 | $307K | Buy |
+11,643
| New | +$307K | 0.05% | 269 |
|
|
2020
Q4 | – | Sell |
-1,310
| Closed | -$28K | – | 388 |
|
|
2020
Q3 | $28K | Buy |
+1,310
| New | +$28K | 0.01% | 365 |
|
|
2020
Q2 | – | Sell |
-570
| Closed | -$7K | – | 764 |
|
|
2020
Q1 | $7K | Buy |
+570
| New | +$7K | ﹤0.01% | 695 |
|
|
2019
Q4 | – | Sell |
-1,870
| Closed | -$30K | – | 764 |
|
|
2019
Q3 | $30K | Sell |
1,870
-91,288
| -98% | -$1.46M | 0.01% | 542 |
|
|
2019
Q2 | $1.33M | Hold |
93,158
| – | – | 0.42% | 51 |
|
|
2019
Q1 | $1.32M | Buy |
+93,158
| New | +$1.32M | 0.44% | 49 |
|