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Householder Group Estate & Retirement Specialist’s iShares Silver Trust SLV Stock Holding History

Householder Group Estate & Retirement Specialist’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
-1,818
Closed -$51K – 1113
2024
Q3 		$51K Hold
1,818
– – 0.01% 475
2024
Q2 		$48K Buy
1,818
+38
+2% +$999 0.01% 487
2024
Q1 		$40.5K Sell
1,780
-489
-22% -$10.4K 0.01% 514
2023
Q4 		$49K Hold
2,269
– – 0.02% 463
2023
Q3 		$46.2K Buy
+2,269
New +$49K 0.02% 461
2023
Q1 		$49K Sell
2,195
-1,041
-32% -$21.6K 0.02% 452
2022
Q4 		$71K Hold
3,236
– – 0.11% 94
2022
Q3 		$56K Buy
+3,236
New +$57.4K 0.02% 378

Other funds holding SLV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SLV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Silver Trust (SLV) in Q4 2024, closing a stake of 1,818 shares — an estimated $51K sold.

Householder Group Estate & Retirement Specialist first reported a position in SLV in Q3 2022 and held it in 8 quarters. The position peaked at $71K in Q4 2022. 935 funds tracked by Wall St. Rank hold SLV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares Silver Trust position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,818 iShares Silver Trust shares in Q4 2024, an estimated $51K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Silver Trust in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's iShares Silver Trust position peaked at $71K in Q4 2022.
  • 935 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.