Gupta Wealth Management’s iShares Silver Trust SLV Stock Holding History

Gupta Wealth 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
2016 Q1	$182K	Buy	12,422 +722	+6%	+$10.2K	0.04%	259
2015 Q4	$154K	Buy	11,700 +2,111	+22%	+$29.7K	0.04%	277
2015 Q3	$133K	Sell	9,589 -1,361	-12%	-$19.4K	0.03%	305
2015 Q2	$165K	Buy	10,950 +450	+4%	+$7.06K	0.04%	278
2015 Q1	$167K	Buy	+10,500	New	+$168K	0.05%	240

Other funds holding SLV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Gupta Wealth Management's SLV Position: Q1 2016 in Review

Gupta Wealth Management increased its iShares Silver Trust (SLV) stake by 6.2% in Q1 2016, buying an estimated $10.2K and bringing the position to 12,422 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #259.

Gupta Wealth Management first reported a position in SLV in Q1 2015 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold SLV as of Q1 2016.

Gupta Wealth Management held 12,422 shares of iShares Silver Trust worth $182K as of Q1 2016.
Gupta Wealth Management bought 722 iShares Silver Trust shares in Q1 2016, an estimated $10.2K.
iShares Silver Trust made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #259 holding.
Gupta Wealth Management first reported a position in iShares Silver Trust in Q1 2015 and has held it in 5 quarters since.
342 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.